PWM
DOC

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

Perigon 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
2021
Q1 		– Sell
-1,250
Closed -$22K – 1110
2020
Q4 		$22K Buy
+1,250
New +$22.4K ﹤0.01% 1019

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Perigon Wealth Management's DOC Position: Q1 2021 in Review

Perigon Wealth Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2021, closing a stake of 1,250 shares — an estimated $22K sold.

Perigon Wealth Management first reported a position in DOC in Q4 2020 and held it in 1 quarter. The position peaked at $22K in Q4 2020. 351 funds tracked by Wall St. Rank hold DOC as of Q1 2021.

  • Perigon Wealth Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 1,250 PHYSICIANS REALTY TRUST shares in Q1 2021, an estimated $22K.
  • Perigon Wealth Management first reported a position in PHYSICIANS REALTY TRUST in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's PHYSICIANS REALTY TRUST position peaked at $22K in Q4 2020.
  • 351 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.