PFBT
DOC

Parkside Financial Bank & Trust’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Parkside Financial Bank & Trust’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
-31
Closed -$378 – 2225
2023
Q3 		$378 Buy
+31
New +$429 ﹤0.01% 1950
2017
Q2 		– Sell
-1,105
Closed -$22K – 1679
2017
Q1 		$22K Hold
1,105
– – 0.01% 516
2016
Q4 		$21K Sell
1,105
-630
-36% -$11.9K 0.01% 534
2016
Q3 		$37K Hold
1,735
– – 0.02% 436
2016
Q2 		$36K Buy
+1,735
New +$33.3K 0.02% 410

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

Parkside Financial Bank & Trust's DOC Position: Q4 2023 in Review

Parkside Financial Bank & Trust sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2023, closing a stake of 31 shares — an estimated $378 sold.

Parkside Financial Bank & Trust first reported a position in DOC in Q2 2016 and held it in 5 quarters. The position peaked at $37K in Q3 2016. 347 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

  • Parkside Financial Bank & Trust reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2023 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 31 PHYSICIANS REALTY TRUST shares in Q4 2023, an estimated $378.
  • Parkside Financial Bank & Trust first reported a position in PHYSICIANS REALTY TRUST in Q2 2016 and held it in 5 quarters.
  • Parkside Financial Bank & Trust's PHYSICIANS REALTY TRUST position peaked at $37K in Q3 2016.
  • 347 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2023.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2023, filed 1 Feb 2024.