PG
DOC

Pendal Group’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Pendal Group’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
Q4 		$309K Buy
+21,370
New +$310K ﹤0.01% 437
2021
Q2 		– Sell
-18,030
Closed -$319K – 631
2021
Q1 		$319K Buy
18,030
+4,416
+32% +$78.4K ﹤0.01% 480
2020
Q4 		$242K Hold
13,614
– – ﹤0.01% 485
2020
Q3 		$244K Buy
+13,614
New +$243K ﹤0.01% 391

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Pendal Group's DOC Position: Q4 2022 in Review

Pendal Group opened a new position in PHYSICIANS REALTY TRUST (DOC) in Q4 2022: 21,370 shares worth $309K. The stake represents ﹤0.01% of the portfolio and ranks #437 among its holdings. This is a return to the name: Pendal Group previously reported a position in DOC as recently as Q1 2021.

Pendal Group first reported a position in DOC in Q3 2020 and has held it in 4 quarters since. The position peaked at $319K in Q1 2021. 357 funds tracked by Wall St. Rank hold DOC as of Q4 2022.

  • Pendal Group held 21,370 shares of PHYSICIANS REALTY TRUST worth $309K as of Q4 2022.
  • PHYSICIANS REALTY TRUST was a new Pendal Group position in Q4 2022.
  • PHYSICIANS REALTY TRUST made up ﹤0.01% of Pendal Group's portfolio in Q4 2022, its #437 holding.
  • Pendal Group first reported a position in PHYSICIANS REALTY TRUST in Q3 2020 and has held it in 4 quarters since.
  • Pendal Group's PHYSICIANS REALTY TRUST position peaked at $319K in Q1 2021.
  • 357 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2022.

Based on Pendal Group's 13F filing for Q4 2022, filed 19 Jan 2023.