Level Four Advisory Services’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Level Four Advisory 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
2023 Q1	–	Sell	-13,798	Closed	-$200K	–	845
2022 Q4	$200K	Buy	13,798 +564	+4%	+$8.19K	0.01%	620
2022 Q3	$199K	Sell	13,234 -8,387	-39%	-$142K	0.02%	514
2022 Q2	$377K	Buy	21,621 +6	+0%	+$106	0.04%	395
2022 Q1	$379K	Sell	21,615 -3,379	-14%	-$59.3K	0.03%	471
2021 Q4	$471K	Buy	+24,994	New	+$461K	0.04%	413

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 $12.2B AUM 12.45% 1-Year Est. Return

Level Four Advisory Services's DOC Position: Q1 2023 in Review

Level Four Advisory Services sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2023, closing a stake of 13,798 shares — an estimated $200K sold.

Level Four Advisory Services first reported a position in DOC in Q4 2021 and held it in 5 quarters. The position peaked at $471K in Q4 2021. 360 funds tracked by Wall St. Rank hold DOC as of Q1 2023.

Level Four Advisory Services reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2023 after selling out during the quarter.
Level Four Advisory Services sold 13,798 PHYSICIANS REALTY TRUST shares in Q1 2023, an estimated $200K.
Level Four Advisory Services first reported a position in PHYSICIANS REALTY TRUST in Q4 2021 and held it in 5 quarters.
Level Four Advisory Services's PHYSICIANS REALTY TRUST position peaked at $471K in Q4 2021.
360 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2023.

Based on Level Four Advisory Services's 13F filing for Q1 2023, filed 5 Jun 2023.