MV Capital Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

MV Capital 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 Q3	–	Sell	-1,000	Closed	-$14K	–	684
2023 Q2	$14K	Hold	1,000	–	–	﹤0.01%	463
2023 Q1	$14.9K	Hold	1,000	–	–	﹤0.01%	447
2022 Q4	$14.5K	Hold	1,000	–	–	﹤0.01%	405
2022 Q3	$15K	Hold	1,000	–	–	﹤0.01%	391
2022 Q2	$17K	Hold	1,000	–	–	﹤0.01%	349
2022 Q1	$18K	Hold	1,000	–	–	﹤0.01%	355
2021 Q4	$19K	Hold	1,000	–	–	﹤0.01%	336
2021 Q3	$18K	Hold	1,000	–	–	﹤0.01%	334
2021 Q2	$18K	Buy	+1,000	New	+$18.6K	﹤0.01%	296

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MV Capital Management's DOC Position: Q3 2023 in Review

MV Capital Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q3 2023, closing a stake of 1,000 shares — an estimated $14K sold.

MV Capital Management first reported a position in DOC in Q2 2021 and held it in 9 quarters. The position peaked at $19K in Q4 2021. 361 funds tracked by Wall St. Rank hold DOC as of Q3 2023.

MV Capital Management reported no remaining PHYSICIANS REALTY TRUST position as of Q3 2023 after selling out during the quarter.
MV Capital Management sold 1,000 PHYSICIANS REALTY TRUST shares in Q3 2023, an estimated $14K.
MV Capital Management first reported a position in PHYSICIANS REALTY TRUST in Q2 2021 and held it in 9 quarters.
MV Capital Management's PHYSICIANS REALTY TRUST position peaked at $19K in Q4 2021.
361 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2023.

Based on MV Capital Management's 13F filing for Q3 2023, filed 7 Nov 2023.