IR
DOC

Invictus RG’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Invictus RG’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
2017
Q1 		– Sell
-641
Closed -$12K – 933
2016
Q4 		$12K Sell
641
-11,418
-95% -$216K 0.01% 601
2016
Q3 		$260K Sell
12,059
-1,248
-9% -$26.4K 0.2% 182
2016
Q2 		$280K Buy
+13,307
New +$255K 0.3% 113

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invictus RG's DOC Position: Q1 2017 in Review

Invictus RG sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2017, closing a stake of 641 shares — an estimated $12K sold.

Invictus RG first reported a position in DOC in Q2 2016 and held it in 3 quarters. The position peaked at $280K in Q2 2016. 223 funds tracked by Wall St. Rank hold DOC as of Q1 2017.

  • Invictus RG reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2017 after selling out during the quarter.
  • Invictus RG sold 641 PHYSICIANS REALTY TRUST shares in Q1 2017, an estimated $12K.
  • Invictus RG first reported a position in PHYSICIANS REALTY TRUST in Q2 2016 and held it in 3 quarters.
  • Invictus RG's PHYSICIANS REALTY TRUST position peaked at $280K in Q2 2016.
  • 223 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2017.

Based on Invictus RG's 13F filing for Q1 2017, filed 12 May 2017.