LFF
DOC

Level Four Financial’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Level Four Financial’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
2021
Q3 		$466K Buy
26,466
+1
+0% +$18 0.2% 129
2021
Q2 		$489K Buy
+26,465
New +$492K 0.21% 132

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Level Four Financial's DOC Position: Q3 2021 in Review

Level Four Financial increased its PHYSICIANS REALTY TRUST (DOC) stake by 0% in Q3 2021, buying an estimated $18 and bringing the position to 26,466 shares worth $466K. The position accounts for 0.2% of the portfolio, ranked #129.

Level Four Financial first reported a position in DOC in Q2 2021 and has held it in 2 quarters since. The position peaked at $489K in Q2 2021. 339 funds tracked by Wall St. Rank hold DOC as of Q3 2021.

  • Level Four Financial held 26,466 shares of PHYSICIANS REALTY TRUST worth $466K as of Q3 2021.
  • Level Four Financial bought 1 PHYSICIANS REALTY TRUST share in Q3 2021, an estimated $18.
  • PHYSICIANS REALTY TRUST made up 0.2% of Level Four Financial's portfolio in Q3 2021, its #129 holding.
  • Level Four Financial first reported a position in PHYSICIANS REALTY TRUST in Q2 2021 and has held it in 2 quarters since.
  • Level Four Financial's PHYSICIANS REALTY TRUST position peaked at $489K in Q2 2021.
  • 339 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.