Pathstone Family Office’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Pathstone Family Office’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 Q3	$369K	Sell	30,303 -8,538	-22%	-$118K	﹤0.01%	1194
2023 Q2	$543K	Buy	38,841 +2,916	+8%	+$41.4K	0.01%	719
2023 Q1	$537K	Sell	35,925 -837	-2%	-$12.6K	0.01%	661
2022 Q4	$525K	Buy	36,762 +21	+0.1%	+$305	0.01%	694
2022 Q3	$553K	Sell	36,741 -47	-0.1%	-$793	0.01%	615
2022 Q2	$642K	Buy	36,788 +842	+2%	+$14.9K	0.01%	481
2022 Q1	$639K	Buy	35,946 +8,080	+29%	+$142K	0.01%	459
2021 Q4	$525K	Buy	27,866 +3,010	+12%	+$55.5K	0.01%	542
2021 Q3	$438K	Buy	24,856 +2,499	+11%	+$46.2K	0.01%	559
2021 Q2	$413K	Buy	+22,357	New	+$416K	0.01%	541
2021 Q1	–	Sell	-11	Closed	–	–	1497
2020 Q4	$0	Hold	11	–	–	﹤0.01%	1408
2020 Q3	$0	Sell	11 -11	-50%	-$196	﹤0.01%	1066
2020 Q2	$0	Buy	+22	New	+$359	﹤0.01%	1058

Other funds holding DOC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pathstone Family Office's DOC Position: Q3 2023 in Review

Pathstone Family Office reduced its PHYSICIANS REALTY TRUST (DOC) stake by 22% in Q3 2023, selling an estimated $118K and leaving 30,303 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

Pathstone Family Office first reported a position in DOC in Q2 2020 and has held it in 13 quarters since. The position peaked at $642K in Q2 2022. 361 funds tracked by Wall St. Rank hold DOC as of Q3 2023.

Pathstone Family Office held 30,303 shares of PHYSICIANS REALTY TRUST worth $369K as of Q3 2023.
Pathstone Family Office sold 8,538 PHYSICIANS REALTY TRUST shares in Q3 2023, an estimated $118K.
PHYSICIANS REALTY TRUST made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1194 holding.
Pathstone Family Office first reported a position in PHYSICIANS REALTY TRUST in Q2 2020 and has held it in 13 quarters since.
Pathstone Family Office's PHYSICIANS REALTY TRUST position peaked at $642K in Q2 2022.
361 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.