OTL
DOC

Oak Thistle LLC’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Oak Thistle LLC’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
Q4 		– Sell
-12,638
Closed -$154K – 683
2023
Q3 		$154K Buy
+12,638
New +$175K 0.05% 425

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Vanguard Group
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State Street
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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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Oak Thistle LLC's DOC Position: Q4 2023 in Review

Oak Thistle LLC sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2023, closing a stake of 12,638 shares — an estimated $154K sold.

Oak Thistle LLC first reported a position in DOC in Q3 2023 and held it in 1 quarter. The position peaked at $154K in Q3 2023. 347 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

  • Oak Thistle LLC reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2023 after selling out during the quarter.
  • Oak Thistle LLC sold 12,638 PHYSICIANS REALTY TRUST shares in Q4 2023, an estimated $154K.
  • Oak Thistle LLC first reported a position in PHYSICIANS REALTY TRUST in Q3 2023 and held it in 1 quarter.
  • Oak Thistle LLC's PHYSICIANS REALTY TRUST position peaked at $154K in Q3 2023.
  • 347 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2023.

Based on Oak Thistle LLC's 13F filing for Q4 2023, filed 22 Jan 2024.