PIWA
DOC

Prevail Innovative Wealth Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Prevail Innovative Wealth 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
-230,277
Closed -$2.81M – 164
2023
Q3 		$2.81M Buy
+230,277
New +$3.18M 1.46% 20

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 $12.2B AUM 12.45% 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

Prevail Innovative Wealth Advisors's DOC Position: Q4 2023 in Review

Prevail Innovative Wealth Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2023, closing a stake of 230,277 shares — an estimated $2.81M sold.

Prevail Innovative Wealth Advisors first reported a position in DOC in Q3 2023 and held it in 1 quarter. The position peaked at $2.81M in Q3 2023. 347 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

  • Prevail Innovative Wealth Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2023 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 230,277 PHYSICIANS REALTY TRUST shares in Q4 2023, an estimated $2.81M.
  • Prevail Innovative Wealth Advisors first reported a position in PHYSICIANS REALTY TRUST in Q3 2023 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's PHYSICIANS REALTY TRUST position peaked at $2.81M in Q3 2023.
  • 347 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2023.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.