IF
DOC

Insight Folios’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Insight Folios’s Portfolio DOC Stock Details DOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-38,671
Closed -$541K – 117
2023
Q2 		$541K Buy
38,671
+14,614
+61% +$208K 0.23% 50
2023
Q1 		$359K Buy
24,057
+6
+0% +$91 0.16% 65
2022
Q4 		$348K Sell
24,051
-574
-2% -$8.34K 0.16% 66
2022
Q3 		$370K Buy
24,625
+6,455
+36% +$109K 0.19% 48
2022
Q2 		$317K Buy
18,170
+271
+2% +$4.78K 0.15% 81
2022
Q1 		$314K Buy
17,899
+1,327
+8% +$23.3K 0.14% 97
2021
Q4 		$312K Buy
16,572
+1,333
+9% +$24.6K 0.15% 100
2021
Q3 		$269K Buy
+15,239
New +$282K 0.15% 87

Other funds holding DOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Insight Folios's DOC Position: Q3 2023 in Review

Insight Folios sold out of PHYSICIANS REALTY TRUST (DOC) in Q3 2023, closing a stake of 38,671 shares — an estimated $541K sold.

Insight Folios first reported a position in DOC in Q3 2021 and held it in 8 quarters. The position peaked at $541K in Q2 2023. 361 funds tracked by Wall St. Rank hold DOC as of Q3 2023.

  • Insight Folios reported no remaining PHYSICIANS REALTY TRUST position as of Q3 2023 after selling out during the quarter.
  • Insight Folios sold 38,671 PHYSICIANS REALTY TRUST shares in Q3 2023, an estimated $541K.
  • Insight Folios first reported a position in PHYSICIANS REALTY TRUST in Q3 2021 and held it in 8 quarters.
  • Insight Folios's PHYSICIANS REALTY TRUST position peaked at $541K in Q2 2023.
  • 361 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2023.

Based on Insight Folios's 13F filing for Q3 2023, filed 11 Oct 2023.