JWM
DOC

Jeppson Wealth Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Jeppson Wealth 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
2023
Q4 		– Sell
-15,789
Closed -$192K – 209
2023
Q3 		$192K Buy
15,789
+3,174
+25% +$43.9K 0.09% 175
2023
Q2 		$176K Buy
+12,615
New +$179K 0.08% 185

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jeppson Wealth Management's DOC Position: Q4 2023 in Review

Jeppson Wealth Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2023, closing a stake of 15,789 shares — an estimated $192K sold.

Jeppson Wealth Management first reported a position in DOC in Q2 2023 and held it in 2 quarters. The position peaked at $192K in Q3 2023. 347 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

  • Jeppson Wealth Management reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2023 after selling out during the quarter.
  • Jeppson Wealth Management sold 15,789 PHYSICIANS REALTY TRUST shares in Q4 2023, an estimated $192K.
  • Jeppson Wealth Management first reported a position in PHYSICIANS REALTY TRUST in Q2 2023 and held it in 2 quarters.
  • Jeppson Wealth Management's PHYSICIANS REALTY TRUST position peaked at $192K in Q3 2023.
  • 347 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2023.

Based on Jeppson Wealth Management's 13F filing for Q4 2023, filed 11 Jan 2024.