LTFS
DOC

Ladenburg Thalmann Financial Services’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$492K Buy
25,995
+4,670
+22% +$85.6K ﹤0.01% 1840
2019
Q3 		$378K Buy
21,325
+15,123
+244% +$263K ﹤0.01% 1977
2019
Q2 		$108K Sell
6,202
-738
-11% -$13.4K ﹤0.01% 2920
2019
Q1 		$131K Buy
6,940
+562
+9% +$10K ﹤0.01% 2712
2018
Q4 		$102K Buy
6,378
+1,721
+37% +$28.8K ﹤0.01% 2742
2018
Q3 		$79K Sell
4,657
-574
-11% -$9.52K ﹤0.01% 2995
2018
Q2 		$82K Hold
5,231
– – ﹤0.01% 2884
2018
Q1 		$82K Sell
5,231
-591
-10% -$9.27K ﹤0.01% 2884
2017
Q4 		$105K Sell
5,822
-1,606
-22% -$28.8K ﹤0.01% 2689
2017
Q3 		$131K Buy
7,428
+163
+2% +$3.01K ﹤0.01% 2426
2017
Q2 		$146K Buy
7,265
+223
+3% +$4.53K ﹤0.01% 2259
2017
Q1 		$140K Buy
7,042
+4,950
+237% +$94.5K ﹤0.01% 2179
2016
Q4 		$42K Sell
2,092
-9,727
-82% -$184K ﹤0.01% 2979
2016
Q3 		$253K Buy
11,819
+3,035
+35% +$64.2K ﹤0.01% 1596
2016
Q2 		$185K Buy
8,784
+6,127
+231% +$117K ﹤0.01% 1734
2016
Q1 		$50K Sell
2,657
-3,256
-55% -$56.1K ﹤0.01% 2602
2015
Q4 		$99K Buy
5,913
+1,676
+40% +$26.7K ﹤0.01% 2075
2015
Q3 		$64K Sell
4,237
-365
-8% -$5.61K ﹤0.01% 2312
2015
Q2 		$71K Sell
4,602
-1,492
-24% -$24.7K ﹤0.01% 2346
2015
Q1 		$107K Sell
6,094
-66
-1% -$1.11K ﹤0.01% 2043
2014
Q4 		$102K Buy
+6,160
New +$94.1K ﹤0.01% 1890

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Ladenburg Thalmann Financial Services's DOC Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its PHYSICIANS REALTY TRUST (DOC) stake by 22% in Q4 2019, buying an estimated $85.6K and bringing the position to 25,995 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #1840.

Ladenburg Thalmann Financial Services first reported a position in DOC in Q4 2014 and has held it in 21 quarters since. 295 funds tracked by Wall St. Rank hold DOC as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 25,995 shares of PHYSICIANS REALTY TRUST worth $492K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 4,670 PHYSICIANS REALTY TRUST shares in Q4 2019, an estimated $85.6K.
  • PHYSICIANS REALTY TRUST made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1840 holding.
  • Ladenburg Thalmann Financial Services first reported a position in PHYSICIANS REALTY TRUST in Q4 2014 and has held it in 21 quarters since.
  • 295 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.