LI
DOC

LVZ Inc’s PHYSICIANS REALTY TRUST DOC Stock Holding History

LVZ Inc’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
Q4 		– Sell
-19,048
Closed -$232K – 146
2023
Q3 		$232K Sell
19,048
-7,136
-27% -$98.6K 0.04% 104
2023
Q2 		$366K Buy
26,184
+2,396
+10% +$34K 0.05% 93
2023
Q1 		$355K Buy
23,788
+5,456
+30% +$82.3K 0.05% 96
2022
Q4 		$265K Buy
18,332
+1,011
+6% +$14.7K 0.04% 111
2022
Q3 		$261K Sell
17,321
-180
-1% -$3.04K 0.05% 89
2022
Q2 		$305K Buy
17,501
+1,928
+12% +$34K 0.05% 80
2022
Q1 		$273K Buy
15,573
+416
+3% +$7.31K 0.04% 89
2021
Q4 		$285K Buy
15,157
+1,624
+12% +$29.9K 0.04% 89
2021
Q3 		$238K Buy
13,533
+723
+6% +$13.4K 0.03% 92
2021
Q2 		$237K Buy
12,810
+1,337
+12% +$24.9K 0.03% 98
2021
Q1 		$203K Buy
+11,473
New +$204K 0.03% 104

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LVZ Inc's DOC Position: Q4 2023 in Review

LVZ Inc sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2023, closing a stake of 19,048 shares — an estimated $232K sold.

LVZ Inc first reported a position in DOC in Q1 2021 and held it in 11 quarters. The position peaked at $366K in Q2 2023. 347 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

  • LVZ Inc reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2023 after selling out during the quarter.
  • LVZ Inc sold 19,048 PHYSICIANS REALTY TRUST shares in Q4 2023, an estimated $232K.
  • LVZ Inc first reported a position in PHYSICIANS REALTY TRUST in Q1 2021 and held it in 11 quarters.
  • LVZ Inc's PHYSICIANS REALTY TRUST position peaked at $366K in Q2 2023.
  • 347 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2023.

Based on LVZ Inc's 13F filing for Q4 2023, filed 23 Jan 2024.