Jacobi Capital Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Jacobi Capital 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
2021 Q4	–	Sell	-751	Closed	-$13K	–	1466
2021 Q3	$13K	Buy	751 +9	+1%	+$166	﹤0.01%	1001
2021 Q2	$14K	Buy	742 +9	+1%	+$167	﹤0.01%	950
2021 Q1	$13K	Buy	733 +10	+1%	+$177	﹤0.01%	914
2020 Q4	$13K	Buy	723 +9	+1%	+$161	﹤0.01%	824
2020 Q3	$13K	Buy	714 +9	+1%	+$160	﹤0.01%	770
2020 Q2	$12K	Buy	705 +11	+2%	+$179	﹤0.01%	755
2020 Q1	$10K	Buy	694 +8	+1%	+$147	﹤0.01%	716
2019 Q4	$13K	Buy	686 +8	+1%	+$147	﹤0.01%	715
2019 Q3	$12K	Buy	678 +9	+1%	+$156	﹤0.01%	713
2019 Q2	$12K	Buy	669 +9	+1%	+$164	﹤0.01%	717
2019 Q1	$12K	Buy	660 +9	+1%	+$160	﹤0.01%	682
2018 Q4	$10K	Buy	651 +9	+1%	+$151	﹤0.01%	668
2018 Q3	$11K	Buy	642 +9	+1%	+$149	﹤0.01%	699
2018 Q2	$10K	Buy	633 +9	+1%	+$136	﹤0.01%	721
2018 Q1	$9K	Buy	624 +9	+1%	+$141	﹤0.01%	717
2017 Q4	$11K	Hold	615	–	–	﹤0.01%	657
2017 Q3	$11K	Hold	615	–	–	﹤0.01%	634
2017 Q2	$11K	Buy	+615	New	+$12.5K	﹤0.01%	563

Other funds holding DOC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

VCM

V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jacobi Capital Management's DOC Position: Q4 2021 in Review

Jacobi Capital Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2021, closing a stake of 751 shares — an estimated $13K sold.

Jacobi Capital Management first reported a position in DOC in Q2 2017 and held it in 18 quarters. The position peaked at $14K in Q2 2021. 351 funds tracked by Wall St. Rank hold DOC as of Q4 2021.

Jacobi Capital Management reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 751 PHYSICIANS REALTY TRUST shares in Q4 2021, an estimated $13K.
Jacobi Capital Management first reported a position in PHYSICIANS REALTY TRUST in Q2 2017 and held it in 18 quarters.
Jacobi Capital Management's PHYSICIANS REALTY TRUST position peaked at $14K in Q2 2021.
351 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.