PFGIA
DOC

Patriot Financial Group Insurance Agency’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q1 		– Sell
-1,225
Closed -$23K – 2327
2021
Q4 		$23K Buy
+1,225
New +$22.6K ﹤0.01% 1174

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DOC Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2022, closing a stake of 1,225 shares — an estimated $23K sold.

Patriot Financial Group Insurance Agency first reported a position in DOC in Q4 2021 and held it in 1 quarter. The position peaked at $23K in Q4 2021. 339 funds tracked by Wall St. Rank hold DOC as of Q1 2022.

  • Patriot Financial Group Insurance Agency reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,225 PHYSICIANS REALTY TRUST shares in Q1 2022, an estimated $23K.
  • Patriot Financial Group Insurance Agency first reported a position in PHYSICIANS REALTY TRUST in Q4 2021 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's PHYSICIANS REALTY TRUST position peaked at $23K in Q4 2021.
  • 339 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.