OC
DOC

Oppenheimer & Co’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Oppenheimer & Co’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
-20,381
Closed -$248K – 1481
2023
Q3 		$248K Buy
+20,381
New +$282K 0.01% 1195
2023
Q1 		– Sell
-63,996
Closed -$926K – 1475
2022
Q4 		$926K Buy
+63,996
New +$930K 0.02% 707
2016
Q2 		– Sell
-13,508
Closed -$251K – 1352
2016
Q1 		$251K Sell
13,508
-1,508
-10% -$26K 0.01% 1009
2015
Q4 		$253K Buy
+15,016
New +$239K 0.01% 1024
2014
Q3 		– Sell
-10,245
Closed -$148K – 1577
2014
Q2 		$148K Buy
+10,245
New +$140K ﹤0.01% 1306

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
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

Oppenheimer & Co's DOC Position: Q4 2023 in Review

Oppenheimer & Co sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2023, closing a stake of 20,381 shares — an estimated $248K sold.

Oppenheimer & Co first reported a position in DOC in Q2 2014 and held it in 5 quarters. The position peaked at $926K in Q4 2022. 347 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

  • Oppenheimer & Co reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2023 after selling out during the quarter.
  • Oppenheimer & Co sold 20,381 PHYSICIANS REALTY TRUST shares in Q4 2023, an estimated $248K.
  • Oppenheimer & Co first reported a position in PHYSICIANS REALTY TRUST in Q2 2014 and held it in 5 quarters.
  • Oppenheimer & Co's PHYSICIANS REALTY TRUST position peaked at $926K in Q4 2022.
  • 347 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2023.

Based on Oppenheimer & Co's 13F filing for Q4 2023, filed 13 Feb 2024.