PFA
DOC

Peak Financial Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Peak Financial Advisors’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
-27,891
Closed -$340K – 77
2023
Q3 		$340K Sell
27,891
-105,445
-79% -$1.46M 0.37% 33
2023
Q2 		$1.87M Buy
133,336
+27,384
+26% +$389K 1.46% 30
2023
Q1 		$1.58M Buy
105,952
+361
+0.3% +$5.45K 1.34% 27
2022
Q4 		$1.53M Buy
+105,591
New +$1.53M 1.39% 23

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 $13.1B AUM 24.63% 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

Peak Financial Advisors's DOC Position: Q4 2023 in Review

Peak Financial Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2023, closing a stake of 27,891 shares — an estimated $340K sold.

Peak Financial Advisors first reported a position in DOC in Q4 2022 and held it in 4 quarters. The position peaked at $1.87M in Q2 2023. 347 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

  • Peak Financial Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2023 after selling out during the quarter.
  • Peak Financial Advisors sold 27,891 PHYSICIANS REALTY TRUST shares in Q4 2023, an estimated $340K.
  • Peak Financial Advisors first reported a position in PHYSICIANS REALTY TRUST in Q4 2022 and held it in 4 quarters.
  • Peak Financial Advisors's PHYSICIANS REALTY TRUST position peaked at $1.87M in Q2 2023.
  • 347 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2023.

Based on Peak Financial Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.