LOIM
DOC

Liberty One Investment Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Liberty One Investment 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
2020
Q2 		– Sell
-12,287
Closed -$171K – 154
2020
Q1 		$171K Sell
12,287
-935
-7% -$17.2K 0.04% 112
2019
Q4 		$250K Buy
+13,222
New +$242K 0.05% 112

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Liberty One Investment Management's DOC Position: Q2 2020 in Review

Liberty One Investment Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q2 2020, closing a stake of 12,287 shares — an estimated $171K sold.

Liberty One Investment Management first reported a position in DOC in Q4 2019 and held it in 2 quarters. The position peaked at $250K in Q4 2019. 324 funds tracked by Wall St. Rank hold DOC as of Q2 2020.

  • Liberty One Investment Management reported no remaining PHYSICIANS REALTY TRUST position as of Q2 2020 after selling out during the quarter.
  • Liberty One Investment Management sold 12,287 PHYSICIANS REALTY TRUST shares in Q2 2020, an estimated $171K.
  • Liberty One Investment Management first reported a position in PHYSICIANS REALTY TRUST in Q4 2019 and held it in 2 quarters.
  • Liberty One Investment Management's PHYSICIANS REALTY TRUST position peaked at $250K in Q4 2019.
  • 324 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q2 2020.

Based on Liberty One Investment Management's 13F filing for Q2 2020, filed 22 Jul 2020.