MPM
DOC

Meritage Portfolio Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Meritage Portfolio 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
Q2 		– Sell
-13,856
Closed -$207K – 358
2023
Q1 		$207K Buy
+13,856
New +$209K 0.02% 298

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Meritage Portfolio Management's DOC Position: Q2 2023 in Review

Meritage Portfolio Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q2 2023, closing a stake of 13,856 shares — an estimated $207K sold.

Meritage Portfolio Management first reported a position in DOC in Q1 2023 and held it in 1 quarter. The position peaked at $207K in Q1 2023. 352 funds tracked by Wall St. Rank hold DOC as of Q2 2023.

  • Meritage Portfolio Management reported no remaining PHYSICIANS REALTY TRUST position as of Q2 2023 after selling out during the quarter.
  • Meritage Portfolio Management sold 13,856 PHYSICIANS REALTY TRUST shares in Q2 2023, an estimated $207K.
  • Meritage Portfolio Management first reported a position in PHYSICIANS REALTY TRUST in Q1 2023 and held it in 1 quarter.
  • Meritage Portfolio Management's PHYSICIANS REALTY TRUST position peaked at $207K in Q1 2023.
  • 352 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q2 2023.

Based on Meritage Portfolio Management's 13F filing for Q2 2023, filed 31 Jul 2023.