KWM
DOC

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

Keebeck 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
Q3 		– Sell
-15,234
Closed -$213K – 277
2023
Q2 		$213K Buy
15,234
+29
+0.2% +$412 0.03% 253
2023
Q1 		$227K Buy
15,205
+28
+0.2% +$422 0.04% 233
2022
Q4 		$220K Sell
15,177
-14,458
-49% -$210K 0.04% 222
2022
Q3 		$446K Sell
29,635
-8,062
-21% -$136K 0.09% 160
2022
Q2 		$658K Buy
37,697
+1,933
+5% +$34.1K 0.13% 129
2022
Q1 		$636K Buy
35,764
+6,441
+22% +$113K 0.11% 146
2021
Q4 		$552K Buy
29,323
+4,430
+18% +$81.6K 0.1% 141
2021
Q3 		$439K Sell
24,893
-7,375
-23% -$136K 0.09% 147
2021
Q2 		$596K Sell
32,268
-24,200
-43% -$450K 0.09% 152
2021
Q1 		$1.01M Buy
56,468
+1,533
+3% +$27.2K 0.16% 108
2020
Q4 		$978K Sell
54,935
-2,445
-4% -$43.8K 0.17% 95
2020
Q3 		$1.03M Sell
57,380
-3,765
-6% -$67.1K 0.21% 75
2020
Q2 		$1.07M Buy
61,145
+36,145
+145% +$589K 0.34% 59
2020
Q1 		$348K Hold
25,000
– – 0.14% 114
2019
Q4 		$473K Buy
+25,000
New +$459K 0.15% 103

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Geode Capital Management
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Keebeck Wealth Management's DOC Position: Q3 2023 in Review

Keebeck Wealth Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q3 2023, closing a stake of 15,234 shares — an estimated $213K sold.

Keebeck Wealth Management first reported a position in DOC in Q4 2019 and held it in 15 quarters. The position peaked at $1.07M in Q2 2020. 361 funds tracked by Wall St. Rank hold DOC as of Q3 2023.

  • Keebeck Wealth Management reported no remaining PHYSICIANS REALTY TRUST position as of Q3 2023 after selling out during the quarter.
  • Keebeck Wealth Management sold 15,234 PHYSICIANS REALTY TRUST shares in Q3 2023, an estimated $213K.
  • Keebeck Wealth Management first reported a position in PHYSICIANS REALTY TRUST in Q4 2019 and held it in 15 quarters.
  • Keebeck Wealth Management's PHYSICIANS REALTY TRUST position peaked at $1.07M in Q2 2020.
  • 361 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2023.

Based on Keebeck Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.