NFG
DOC

Next Financial Group’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Next Financial Group’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
Q4 		$55K Buy
2,942
+690
+31% +$12.7K ﹤0.01% 1437
2021
Q3 		$40K Sell
2,252
-37
-2% -$684 ﹤0.01% 1515
2021
Q2 		$43K Hold
2,289
– – ﹤0.01% 1463
2021
Q1 		$41K Buy
2,289
+37
+2% +$657 ﹤0.01% 1364
2020
Q4 		$40K Buy
+2,252
New +$40.3K ﹤0.01% 1275

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Next Financial Group's DOC Position: Q4 2021 in Review

Next Financial Group increased its PHYSICIANS REALTY TRUST (DOC) stake by 31% in Q4 2021, buying an estimated $12.7K and bringing the position to 2,942 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

Next Financial Group first reported a position in DOC in Q4 2020 and has held it in 5 quarters since. 351 funds tracked by Wall St. Rank hold DOC as of Q4 2021.

  • Next Financial Group held 2,942 shares of PHYSICIANS REALTY TRUST worth $55K as of Q4 2021.
  • Next Financial Group bought 690 PHYSICIANS REALTY TRUST shares in Q4 2021, an estimated $12.7K.
  • PHYSICIANS REALTY TRUST made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1437 holding.
  • Next Financial Group first reported a position in PHYSICIANS REALTY TRUST in Q4 2020 and has held it in 5 quarters since.
  • 351 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.