PL
DOC

Perpetual Ltd’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Perpetual Ltd’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
Q3 		– Sell
-50,940
Closed -$713K – 510
2023
Q2 		$713K Buy
50,940
+10,830
+27% +$154K 0.01% 350
2023
Q1 		$599K Buy
+40,110
New +$605K 0.01% 375

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Perpetual Ltd's DOC Position: Q3 2023 in Review

Perpetual Ltd sold out of PHYSICIANS REALTY TRUST (DOC) in Q3 2023, closing a stake of 50,940 shares — an estimated $713K sold.

Perpetual Ltd first reported a position in DOC in Q1 2023 and held it in 2 quarters. The position peaked at $713K in Q2 2023. 361 funds tracked by Wall St. Rank hold DOC as of Q3 2023.

  • Perpetual Ltd reported no remaining PHYSICIANS REALTY TRUST position as of Q3 2023 after selling out during the quarter.
  • Perpetual Ltd sold 50,940 PHYSICIANS REALTY TRUST shares in Q3 2023, an estimated $713K.
  • Perpetual Ltd first reported a position in PHYSICIANS REALTY TRUST in Q1 2023 and held it in 2 quarters.
  • Perpetual Ltd's PHYSICIANS REALTY TRUST position peaked at $713K in Q2 2023.
  • 361 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2023.

Based on Perpetual Ltd's 13F filing for Q3 2023, filed 10 Oct 2023.