JFGIW
DOC

Johnson Financial Group Inc (Wisconsin)’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-200
Closed -$2.44K – 1000
2023
Q3 		$2.44K Buy
+200
New +$2.77K ﹤0.01% 598

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State Street
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Fuller & Thaler Asset Management
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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

Johnson Financial Group Inc (Wisconsin)'s DOC Position: Q4 2023 in Review

Johnson Financial Group Inc (Wisconsin) sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2023, closing a stake of 200 shares — an estimated $2.44K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in DOC in Q3 2023 and held it in 1 quarter. The position peaked at $2.44K in Q3 2023. 347 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2023 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 200 PHYSICIANS REALTY TRUST shares in Q4 2023, an estimated $2.44K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in PHYSICIANS REALTY TRUST in Q3 2023 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s PHYSICIANS REALTY TRUST position peaked at $2.44K in Q3 2023.
  • 347 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2023.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2023, filed 9 Feb 2024.