Mercer Global Advisors
DOC

Mercer Global Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Mercer Global Advisors’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
-11,145
Closed -$136K – 2136
2023
Q3 		$136K Buy
+11,145
New +$154K ﹤0.01% 1814
2023
Q2 		– Sell
-13,466
Closed -$201K – 2089
2023
Q1 		$201K Buy
13,466
+1,776
+15% +$26.8K ﹤0.01% 1738
2022
Q4 		$169K Sell
11,690
-1,479
-11% -$21.5K ﹤0.01% 1741
2022
Q3 		$198K Buy
13,169
+66
+0.5% +$1.11K ﹤0.01% 1626
2022
Q2 		$229K Sell
13,103
-1,694
-11% -$29.9K ﹤0.01% 1565
2022
Q1 		$260K Sell
14,797
-4,267
-22% -$74.9K ﹤0.01% 1586
2021
Q4 		$359K Buy
19,064
+161
+0.9% +$2.97K ﹤0.01% 1370
2021
Q3 		$333K Sell
18,903
-121
-0.6% -$2.24K ﹤0.01% 1380
2021
Q2 		$351K Buy
19,024
+1,045
+6% +$19.4K ﹤0.01% 1314
2021
Q1 		$318K Buy
+17,979
New +$319K ﹤0.01% 1283

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

Mercer Global Advisors's DOC Position: Q4 2023 in Review

Mercer Global Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2023, closing a stake of 11,145 shares — an estimated $136K sold.

Mercer Global Advisors first reported a position in DOC in Q1 2021 and held it in 10 quarters. The position peaked at $359K in Q4 2021. 347 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

  • Mercer Global Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2023 after selling out during the quarter.
  • Mercer Global Advisors sold 11,145 PHYSICIANS REALTY TRUST shares in Q4 2023, an estimated $136K.
  • Mercer Global Advisors first reported a position in PHYSICIANS REALTY TRUST in Q1 2021 and held it in 10 quarters.
  • Mercer Global Advisors's PHYSICIANS REALTY TRUST position peaked at $359K in Q4 2021.
  • 347 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2023.

Based on Mercer Global Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.