JP Morgan Private Wealth Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $366K | Sell |
30,034
-17,044
| -36% | -$236K | ﹤0.01% | 1375 |
|
|
2023
Q2 | $659K | Sell |
47,078
-34,984
| -43% | -$497K | ﹤0.01% | 921 |
|
|
2023
Q1 | $1.23M | Sell |
82,062
-19,967
| -20% | -$301K | ﹤0.01% | 1076 |
|
|
2022
Q4 | $1.48M | Buy |
102,029
+6,321
| +7% | +$91.8K | ﹤0.01% | 964 |
|
|
2022
Q3 | $1.44M | Buy |
95,708
+1,957
| +2% | +$33K | ﹤0.01% | 976 |
|
|
2022
Q2 | $1.64M | Sell |
93,751
-3,272
| -3% | -$57.8K | ﹤0.01% | 912 |
|
|
2022
Q1 | $1.7M | Sell |
97,023
-16,179
| -14% | -$284K | ﹤0.01% | 969 |
|
|
2021
Q4 | $2.13M | Sell |
113,202
-2,621
| -2% | -$48.3K | ﹤0.01% | 883 |
|
|
2021
Q3 | $2.04M | Buy |
115,823
+1,457
| +1% | +$26.9K | 0.01% | 893 |
|
|
2021
Q2 | $2.11M | Buy |
114,366
+20,067
| +21% | +$373K | 0.01% | 851 |
|
|
2021
Q1 | $1.67M | Buy |
94,299
+4,056
| +4% | +$72K | 0.01% | 828 |
|
|
2020
Q4 | $1.61M | Sell |
90,243
-5,731
| -6% | -$103K | 0.01% | 830 |
|
|
2020
Q3 | $1.72M | Sell |
95,974
-7,458
| -7% | -$133K | 0.01% | 695 |
|
|
2020
Q2 | $1.81M | Buy |
103,432
+40,567
| +65% | +$662K | 0.01% | 615 |
|
|
2020
Q1 | $876K | Buy |
62,865
+17,603
| +39% | +$324K | 0.01% | 749 |
|
|
2019
Q4 | $857K | Buy |
45,262
+928
| +2% | +$17K | ﹤0.01% | 860 |
|
|
2019
Q3 | $787K | Buy |
44,334
+15,076
| +52% | +$262K | ﹤0.01% | 841 |
|
|
2019
Q2 | $510K | Sell |
29,258
-2,650
| -8% | -$48.2K | ﹤0.01% | 981 |
|
|
2019
Q1 | $600K | Sell |
31,908
-10,461
| -25% | -$186K | ﹤0.01% | 963 |
|
|
2018
Q4 | $679K | Sell |
42,369
-4,649
| -10% | -$77.9K | ﹤0.01% | 867 |
|
|
2018
Q3 | $793K | Buy |
47,018
+13,895
| +42% | +$230K | ﹤0.01% | 907 |
|
|
2018
Q2 | $528K | Buy |
33,123
+5,032
| +18% | +$76.1K | ﹤0.01% | 990 |
|
|
2018
Q1 | $437K | Buy |
+28,091
| New | +$440K | ﹤0.01% | 914 |
|
|
2017
Q2 | – | Sell |
-36,624
| Closed | -$727K | – | 1425 |
|
|
2017
Q1 | $727K | Buy |
36,624
+9,905
| +37% | +$189K | 0.01% | 729 |
|
|
2016
Q4 | $506K | Buy |
26,719
+4,260
| +19% | +$80.7K | ﹤0.01% | 804 |
|
|
2016
Q3 | $484K | Buy |
22,459
+639
| +3% | +$13.5K | ﹤0.01% | 794 |
|
|
2016
Q2 | $458K | Buy |
21,820
+385
| +2% | +$7.38K | ﹤0.01% | 809 |
|
|
2016
Q1 | $398K | Hold |
21,435
| – | – | ﹤0.01% | 831 |
|
|
2015
Q4 | $361K | Hold |
21,435
| – | – | ﹤0.01% | 797 |
|
|
2015
Q3 | $323K | Hold |
21,435
| – | – | ﹤0.01% | 772 |
|
|
2015
Q2 | $329K | Hold |
21,435
| – | – | ﹤0.01% | 818 |
|
|
2015
Q1 | $377K | Sell |
21,435
-1,075
| -5% | -$18.1K | ﹤0.01% | 807 |
|
|
2014
Q4 | $374K | Buy |
22,510
+1,560
| +7% | +$23.8K | ﹤0.01% | 808 |
|
|
2014
Q3 | $287K | Buy |
+20,950
| New | +$300K | ﹤0.01% | 857 |
|
Other funds holding DOC
BTW
JP Morgan Private Wealth Advisors's DOC Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its PHYSICIANS REALTY TRUST (DOC) stake by 36% in Q3 2023, selling an estimated $236K and leaving 30,034 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.
JP Morgan Private Wealth Advisors first reported a position in DOC in Q3 2014 and has held it in 34 quarters since. The position peaked at $2.13M in Q4 2021. 361 funds tracked by Wall St. Rank hold DOC as of Q3 2023.
- JP Morgan Private Wealth Advisors held 30,034 shares of PHYSICIANS REALTY TRUST worth $366K as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 17,044 PHYSICIANS REALTY TRUST shares in Q3 2023, an estimated $236K.
- PHYSICIANS REALTY TRUST made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1375 holding.
- JP Morgan Private Wealth Advisors first reported a position in PHYSICIANS REALTY TRUST in Q3 2014 and has held it in 34 quarters since.
- JP Morgan Private Wealth Advisors's PHYSICIANS REALTY TRUST position peaked at $2.13M in Q4 2021.
- 361 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.