KT
DOC

Kanaly Trust’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Kanaly Trust’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
2016
Q4 		$3K Hold
176
– – ﹤0.01% 779
2016
Q3 		$4K Hold
176
– – ﹤0.01% 704
2016
Q2 		$4K Buy
+176
New +$3.37K ﹤0.01% 692

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Kanaly Trust's DOC Position: Q4 2016 in Review

Kanaly Trust held its PHYSICIANS REALTY TRUST (DOC) position steady in Q4 2016 at 176 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Kanaly Trust first reported a position in DOC in Q2 2016 and has held it in 3 quarters since. The position peaked at $4K in Q3 2016. 220 funds tracked by Wall St. Rank hold DOC as of Q4 2016.

  • Kanaly Trust held 176 shares of PHYSICIANS REALTY TRUST worth $3K as of Q4 2016.
  • Kanaly Trust left its PHYSICIANS REALTY TRUST share count unchanged in Q4 2016.
  • PHYSICIANS REALTY TRUST made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #779 holding.
  • Kanaly Trust first reported a position in PHYSICIANS REALTY TRUST in Q2 2016 and has held it in 3 quarters since.
  • Kanaly Trust's PHYSICIANS REALTY TRUST position peaked at $4K in Q3 2016.
  • 220 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.