Mariner Independent Advisor Network’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$248K	Buy	16,511 +414	+3%	+$6.99K	0.01%	541
2022 Q2	$270K	Sell	16,097 -989	-6%	-$17.5K	0.01%	526
2022 Q1	$301K	Buy	+17,086	New	+$300K	0.01%	482
2021 Q4	–	Sell	-19,561	Closed	-$345K	–	521
2021 Q3	$345K	Buy	19,561 +9	+0%	+$166	0.02%	434
2021 Q2	$357K	Buy	19,552 +10	+0.1%	+$186	0.02%	442
2021 Q1	$345K	Sell	19,542 -2,238	-10%	-$39.7K	0.02%	399
2020 Q4	$383K	Sell	21,780 -86	-0.4%	-$1.54K	0.02%	362
2020 Q3	$387K	Sell	21,866 -2,529	-10%	-$45.1K	0.03%	280
2020 Q2	$430K	Sell	24,395 -634	-3%	-$10.3K	0.04%	273
2020 Q1	$319K	Sell	25,029 -2	-0%	-$37	0.03%	323
2019 Q4	$474K	Sell	25,031 -1,937	-7%	-$35.5K	0.03%	318
2019 Q3	$473K	Sell	26,968 -2,660	-9%	-$46.2K	0.04%	322
2019 Q2	$505K	Buy	29,628 +1,623	+6%	+$29.5K	0.04%	310
2019 Q1	$519K	Buy	+28,005	New	+$499K	0.04%	298

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Mariner Independent Advisor Network's DOC Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its PHYSICIANS REALTY TRUST (DOC) stake by 2.6% in Q3 2022, buying an estimated $6.99K and bringing the position to 16,511 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #541.

Mariner Independent Advisor Network first reported a position in DOC in Q1 2019 and has held it in 14 quarters since. The position peaked at $519K in Q1 2019. 355 funds tracked by Wall St. Rank hold DOC as of Q3 2022.

Mariner Independent Advisor Network held 16,511 shares of PHYSICIANS REALTY TRUST worth $248K as of Q3 2022.
Mariner Independent Advisor Network bought 414 PHYSICIANS REALTY TRUST shares in Q3 2022, an estimated $6.99K.
PHYSICIANS REALTY TRUST made up 0.01% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #541 holding.
Mariner Independent Advisor Network first reported a position in PHYSICIANS REALTY TRUST in Q1 2019 and has held it in 14 quarters since.
Mariner Independent Advisor Network's PHYSICIANS REALTY TRUST position peaked at $519K in Q1 2019.
355 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.