Private Ocean’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Private Ocean’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	-340	Closed	-$4.14K	–	560
2023 Q3	$4.14K	Hold	340	–	–	﹤0.01%	414
2023 Q2	$4.76K	Hold	340	–	–	﹤0.01%	442
2023 Q1	$5.08K	Hold	340	–	–	﹤0.01%	457
2022 Q4	$4.92K	Hold	340	–	–	﹤0.01%	422
2022 Q3	$5K	Hold	340	–	–	﹤0.01%	432
2022 Q2	$5K	Hold	340	–	–	﹤0.01%	396
2022 Q1	$6K	Hold	340	–	–	﹤0.01%	432
2021 Q4	$6K	Hold	340	–	–	﹤0.01%	459
2021 Q3	$6K	Hold	340	–	–	﹤0.01%	460
2021 Q2	$6K	Hold	340	–	–	﹤0.01%	446
2021 Q1	$6K	Buy	+340	New	+$6.03K	﹤0.01%	486

Other funds holding DOC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Private Ocean's DOC Position: Q4 2023 in Review

Private Ocean sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2023, closing a stake of 340 shares — an estimated $4.14K sold.

Private Ocean first reported a position in DOC in Q1 2021 and held it in 11 quarters. The position peaked at $6K in Q1 2022. 347 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

Private Ocean reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2023 after selling out during the quarter.
Private Ocean sold 340 PHYSICIANS REALTY TRUST shares in Q4 2023, an estimated $4.14K.
Private Ocean first reported a position in PHYSICIANS REALTY TRUST in Q1 2021 and held it in 11 quarters.
Private Ocean's PHYSICIANS REALTY TRUST position peaked at $6K in Q1 2022.
347 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2023.

Based on Private Ocean's 13F filing for Q4 2023, filed 23 Jan 2024.