LPWM
DOC

Lake Point Wealth Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Lake Point 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
2022
Q2 		$2K Hold
100
– – ﹤0.01% 355
2022
Q1 		$2K Hold
100
– – ﹤0.01% 366
2021
Q4 		$2K Hold
100
– – ﹤0.01% 368
2021
Q3 		$2K Hold
100
– – ﹤0.01% 346
2021
Q2 		$2K Buy
+100
New +$1.86K ﹤0.01% 361

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Lake Point Wealth Management's DOC Position: Q2 2022 in Review

Lake Point Wealth Management held its PHYSICIANS REALTY TRUST (DOC) position steady in Q2 2022 at 100 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Lake Point Wealth Management first reported a position in DOC in Q2 2021 and has held it in 5 quarters since. 349 funds tracked by Wall St. Rank hold DOC as of Q2 2022.

  • Lake Point Wealth Management held 100 shares of PHYSICIANS REALTY TRUST worth $2K as of Q2 2022.
  • Lake Point Wealth Management left its PHYSICIANS REALTY TRUST share count unchanged in Q2 2022.
  • PHYSICIANS REALTY TRUST made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #355 holding.
  • Lake Point Wealth Management first reported a position in PHYSICIANS REALTY TRUST in Q2 2021 and has held it in 5 quarters since.
  • 349 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.