PWMG
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Prestige Wealth Management Group’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Prestige Wealth Management 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
2023
Q1 		– Sell
-138
Closed -$2K – 1184
2022
Q4 		$2K Buy
+138
New +$2K ﹤0.01% 835

Other funds holding DOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Prestige Wealth Management Group's DOC Position: Q1 2023 in Review

Prestige Wealth Management Group sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2023, closing a stake of 138 shares — an estimated $2K sold.

Prestige Wealth Management Group first reported a position in DOC in Q4 2022 and held it in 1 quarter. The position peaked at $2K in Q4 2022. 360 funds tracked by Wall St. Rank hold DOC as of Q1 2023.

  • Prestige Wealth Management Group reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 138 PHYSICIANS REALTY TRUST shares in Q1 2023, an estimated $2K.
  • Prestige Wealth Management Group first reported a position in PHYSICIANS REALTY TRUST in Q4 2022 and held it in 1 quarter.
  • Prestige Wealth Management Group's PHYSICIANS REALTY TRUST position peaked at $2K in Q4 2022.
  • 360 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2023.

Based on Prestige Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.