MGIM
DOC

M&G Investment Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

M&G 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
2023
Q4 		$151K Sell
11,620
-1,043
-8% -$12.4K ﹤0.01% 338
2023
Q3 		$152K Buy
+12,663
New +$175K ﹤0.01% 339

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

M&G Investment Management's DOC Position: Q4 2023 in Review

M&G Investment Management reduced its PHYSICIANS REALTY TRUST (DOC) stake by 8.2% in Q4 2023, selling an estimated $12.4K and leaving 11,620 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

M&G Investment Management first reported a position in DOC in Q3 2023 and has held it in 2 quarters since. The position peaked at $152K in Q3 2023. 347 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

  • M&G Investment Management held 11,620 shares of PHYSICIANS REALTY TRUST worth $151K as of Q4 2023.
  • M&G Investment Management sold 1,043 PHYSICIANS REALTY TRUST shares in Q4 2023, an estimated $12.4K.
  • PHYSICIANS REALTY TRUST made up ﹤0.01% of M&G Investment Management's portfolio in Q4 2023, its #338 holding.
  • M&G Investment Management first reported a position in PHYSICIANS REALTY TRUST in Q3 2023 and has held it in 2 quarters since.
  • M&G Investment Management's PHYSICIANS REALTY TRUST position peaked at $152K in Q3 2023.
  • 347 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.