MPAM
DOC

Monarch Partners Asset Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Monarch Partners Asset 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
2021
Q1 		– Sell
-204,522
Closed -$3.64M – 210
2020
Q4 		$3.64M Buy
204,522
+74,299
+57% +$1.33M 0.64% 70
2020
Q3 		$2.33M Sell
130,223
-63,156
-33% -$1.13M 0.52% 74
2020
Q2 		$3.39M Sell
193,379
-116,944
-38% -$1.91M 0.83% 58
2020
Q1 		$4.33M Buy
+310,323
New +$5.7M 1.52% 19
2016
Q4 		– Sell
-76,317
Closed -$1.64M – 222
2016
Q3 		$1.64M Sell
76,317
-97,268
-56% -$2.06M 0.15% 116
2016
Q2 		$3.65M Buy
173,585
+1,455
+0.8% +$27.9K 0.37% 94
2016
Q1 		$3.2M Sell
172,130
-63,120
-27% -$1.09M 0.33% 96
2015
Q4 		$3.97M Buy
235,250
+79,550
+51% +$1.27M 0.41% 95
2015
Q3 		$2.35M Sell
155,700
-46,090
-23% -$708K 0.29% 91
2015
Q2 		$3.1M Sell
201,790
-1,850
-0.9% -$30.7K 0.42% 80
2015
Q1 		$3.59M Sell
203,640
-95,975
-32% -$1.62M 0.71% 59
2014
Q4 		$4.97M Buy
+299,615
New +$4.58M 1.08% 31

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Monarch Partners Asset Management's DOC Position: Q1 2021 in Review

Monarch Partners Asset Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2021, closing a stake of 204,522 shares — an estimated $3.64M sold.

Monarch Partners Asset Management first reported a position in DOC in Q4 2014 and held it in 12 quarters. The position peaked at $4.97M in Q4 2014. 351 funds tracked by Wall St. Rank hold DOC as of Q1 2021.

  • Monarch Partners Asset Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2021 after selling out during the quarter.
  • Monarch Partners Asset Management sold 204,522 PHYSICIANS REALTY TRUST shares in Q1 2021, an estimated $3.64M.
  • Monarch Partners Asset Management first reported a position in PHYSICIANS REALTY TRUST in Q4 2014 and held it in 12 quarters.
  • Monarch Partners Asset Management's PHYSICIANS REALTY TRUST position peaked at $4.97M in Q4 2014.
  • 351 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2021.

Based on Monarch Partners Asset Management's 13F filing for Q1 2021, filed 11 May 2021.