LeJeune Puetz Investment Counsel’s PHYSICIANS REALTY TRUST DOC Stock Holding History

LeJeune Puetz Investment Counsel’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 Q1	$535K	Hold	35,844	–	–	0.19%	115
2022 Q4	$519K	Buy	35,844 +1,000	+3%	+$14.5K	0.19%	113
2022 Q3	$524K	Buy	34,844 +1,000	+3%	+$16.9K	0.22%	103
2022 Q2	$590K	Buy	33,844 +2,500	+8%	+$44.1K	0.23%	101
2022 Q1	$549K	Hold	31,344	–	–	0.19%	110
2021 Q4	$590K	Buy	31,344 +1,250	+4%	+$23K	0.2%	108
2021 Q3	$530K	Buy	30,094 +3,000	+11%	+$55.5K	0.19%	111
2021 Q2	$500K	Hold	27,094	–	–	0.18%	111
2021 Q1	$479K	Hold	27,094	–	–	0.19%	112
2020 Q4	$482K	Hold	27,094	–	–	0.21%	107
2020 Q3	$485K	Hold	27,094	–	–	0.24%	98
2020 Q2	$475K	Hold	27,094	–	–	0.25%	97
2020 Q1	$378K	Sell	27,094 -2,000	-7%	-$36.8K	0.22%	106
2019 Q4	$551K	Sell	29,094 -2,000	-6%	-$36.7K	0.26%	99
2019 Q3	$552K	Hold	31,094	–	–	0.28%	95
2019 Q2	$542K	Buy	+31,094	New	+$566K	0.28%	94

Other funds holding DOC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

LeJeune Puetz Investment Counsel's DOC Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel held its PHYSICIANS REALTY TRUST (DOC) position steady in Q1 2023 at 35,844 shares worth $535K. The position accounts for 0.19% of the portfolio, ranked #115.

LeJeune Puetz Investment Counsel first reported a position in DOC in Q2 2019 and has held it in 16 quarters since. The position peaked at $590K in Q2 2022. 360 funds tracked by Wall St. Rank hold DOC as of Q1 2023.

LeJeune Puetz Investment Counsel held 35,844 shares of PHYSICIANS REALTY TRUST worth $535K as of Q1 2023.
LeJeune Puetz Investment Counsel left its PHYSICIANS REALTY TRUST share count unchanged in Q1 2023.
PHYSICIANS REALTY TRUST made up 0.19% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #115 holding.
LeJeune Puetz Investment Counsel first reported a position in PHYSICIANS REALTY TRUST in Q2 2019 and has held it in 16 quarters since.
LeJeune Puetz Investment Counsel's PHYSICIANS REALTY TRUST position peaked at $590K in Q2 2022.
360 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.