MCC
DOC

Money Concepts Capital’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-1,020
Closed -$14.8K – 3256
2022
Q4 		$14.8K Buy
+1,020
New +$14.8K ﹤0.01% 1828
2022
Q2 		– Sell
-3,300
Closed -$58K – 2844
2022
Q1 		$58K Buy
+3,300
New +$58K ﹤0.01% 1180

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Money Concepts Capital's DOC Position: Q1 2023 in Review

Money Concepts Capital sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2023, closing a stake of 1,020 shares — an estimated $14.8K sold.

Money Concepts Capital first reported a position in DOC in Q1 2022 and held it in 2 quarters. The position peaked at $58K in Q1 2022. 360 funds tracked by Wall St. Rank hold DOC as of Q1 2023.

  • Money Concepts Capital reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,020 PHYSICIANS REALTY TRUST shares in Q1 2023, an estimated $14.8K.
  • Money Concepts Capital first reported a position in PHYSICIANS REALTY TRUST in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's PHYSICIANS REALTY TRUST position peaked at $58K in Q1 2022.
  • 360 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.