NW
DOC

Naviter Wealth’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Naviter Wealth’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
2022
Q1 		– Sell
-20,254
Closed -$381K – 106
2021
Q4 		$381K Buy
+20,254
New +$373K 0.11% 85

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Naviter Wealth's DOC Position: Q1 2022 in Review

Naviter Wealth sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2022, closing a stake of 20,254 shares — an estimated $381K sold.

Naviter Wealth first reported a position in DOC in Q4 2021 and held it in 1 quarter. The position peaked at $381K in Q4 2021. 339 funds tracked by Wall St. Rank hold DOC as of Q1 2022.

  • Naviter Wealth reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2022 after selling out during the quarter.
  • Naviter Wealth sold 20,254 PHYSICIANS REALTY TRUST shares in Q1 2022, an estimated $381K.
  • Naviter Wealth first reported a position in PHYSICIANS REALTY TRUST in Q4 2021 and held it in 1 quarter.
  • Naviter Wealth's PHYSICIANS REALTY TRUST position peaked at $381K in Q4 2021.
  • 339 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2022.

Based on Naviter Wealth's 13F filing for Q1 2022, filed 21 Apr 2022.