Johnson Midwest Financial’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Johnson Midwest Financial’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 Q3	$12.7K	Buy	1,044 +17	+2%	+$235	0.03%	182
2023 Q2	$14.4K	Buy	1,027 +16	+2%	+$227	0.01%	175
2023 Q1	$15.1K	Buy	1,011 +99	+11%	+$1.49K	0.02%	171
2022 Q4	$13K	Buy	912 +14	+2%	+$203	0.05%	181
2022 Q3	$13	Buy	898 +54	+6%	+$912	0.05%	172
2022 Q2	$15K	Buy	+844	New	+$14.9K	0.02%	154
2022 Q1	–	Sell	-1,585	Closed	-$30K	–	319
2021 Q4	$30K	Hold	1,585	–	–	0.02%	110
2021 Q3	$28K	Hold	1,585	–	–	0.02%	124
2021 Q2	$29K	Buy	+1,585	New	+$29.5K	0.03%	118

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

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

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

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

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

Johnson Midwest Financial's DOC Position: Q3 2023 in Review

Johnson Midwest Financial increased its PHYSICIANS REALTY TRUST (DOC) stake by 1.7% in Q3 2023, buying an estimated $235 and bringing the position to 1,044 shares worth $12.7K. The position accounts for 0.03% of the portfolio, ranked #182.

Johnson Midwest Financial first reported a position in DOC in Q2 2021 and has held it in 9 quarters since. The position peaked at $30K in Q4 2021. 361 funds tracked by Wall St. Rank hold DOC as of Q3 2023.

Johnson Midwest Financial held 1,044 shares of PHYSICIANS REALTY TRUST worth $12.7K as of Q3 2023.
Johnson Midwest Financial bought 17 PHYSICIANS REALTY TRUST shares in Q3 2023, an estimated $235.
PHYSICIANS REALTY TRUST made up 0.03% of Johnson Midwest Financial's portfolio in Q3 2023, its #182 holding.
Johnson Midwest Financial first reported a position in PHYSICIANS REALTY TRUST in Q2 2021 and has held it in 9 quarters since.
Johnson Midwest Financial's PHYSICIANS REALTY TRUST position peaked at $30K in Q4 2021.
361 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.