PWM
DOC

Paulson Wealth Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Paulson Wealth Management’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
2018
Q1 		– Sell
-2,820
Closed -$51K – 633
2017
Q4 		$51K Buy
+2,820
New +$50.6K 0.04% 199

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Paulson Wealth Management's DOC Position: Q1 2018 in Review

Paulson Wealth Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2018, closing a stake of 2,820 shares — an estimated $51K sold.

Paulson Wealth Management first reported a position in DOC in Q4 2017 and held it in 1 quarter. The position peaked at $51K in Q4 2017. 250 funds tracked by Wall St. Rank hold DOC as of Q1 2018.

  • Paulson Wealth Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 2,820 PHYSICIANS REALTY TRUST shares in Q1 2018, an estimated $51K.
  • Paulson Wealth Management first reported a position in PHYSICIANS REALTY TRUST in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's PHYSICIANS REALTY TRUST position peaked at $51K in Q4 2017.
  • 250 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.