IFAM
DOC

Institutional & Family Asset Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Institutional & Family Asset Management’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
2019
Q4 		– Sell
-90
Closed -$2K – 923
2019
Q3 		$2K Hold
90
– – ﹤0.01% 757
2019
Q2 		$2K Hold
90
– – ﹤0.01% 773
2019
Q1 		$2K Hold
90
– – ﹤0.01% 763
2018
Q4 		$1K Hold
90
– – ﹤0.01% 819
2018
Q3 		$2K Hold
90
– – ﹤0.01% 782
2018
Q2 		$1K Sell
90
-40
-31% -$605 ﹤0.01% 839
2018
Q1 		$2K Buy
+130
New +$2.04K ﹤0.01% 758

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Institutional & Family Asset Management's DOC Position: Q4 2019 in Review

Institutional & Family Asset Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2019, closing a stake of 90 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in DOC in Q1 2018 and held it in 7 quarters. The position peaked at $2K in Q3 2019. 295 funds tracked by Wall St. Rank hold DOC as of Q4 2019.

  • Institutional & Family Asset Management reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2019 after selling out during the quarter.
  • Institutional & Family Asset Management sold 90 PHYSICIANS REALTY TRUST shares in Q4 2019, an estimated $2K.
  • Institutional & Family Asset Management first reported a position in PHYSICIANS REALTY TRUST in Q1 2018 and held it in 7 quarters.
  • Institutional & Family Asset Management's PHYSICIANS REALTY TRUST position peaked at $2K in Q3 2019.
  • 295 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2019.

Based on Institutional & Family Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.