PWC
DOC

PYA Waltman Capital’s PHYSICIANS REALTY TRUST DOC Stock Holding History

PYA Waltman Capital’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
2022
Q4 		– Sell
-4,100
Closed -$62K – 209
2022
Q3 		$62K Hold
4,100
– – 0.04% 95
2022
Q2 		$72K Hold
4,100
– – 0.04% 91
2022
Q1 		$72K Hold
4,100
– – 0.04% 92
2021
Q4 		$77K Buy
+4,100
New +$75.5K 0.04% 83

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

PYA Waltman Capital's DOC Position: Q4 2022 in Review

PYA Waltman Capital sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2022, closing a stake of 4,100 shares — an estimated $62K sold.

PYA Waltman Capital first reported a position in DOC in Q4 2021 and held it in 4 quarters. The position peaked at $77K in Q4 2021. 357 funds tracked by Wall St. Rank hold DOC as of Q4 2022.

  • PYA Waltman Capital reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2022 after selling out during the quarter.
  • PYA Waltman Capital sold 4,100 PHYSICIANS REALTY TRUST shares in Q4 2022, an estimated $62K.
  • PYA Waltman Capital first reported a position in PHYSICIANS REALTY TRUST in Q4 2021 and held it in 4 quarters.
  • PYA Waltman Capital's PHYSICIANS REALTY TRUST position peaked at $77K in Q4 2021.
  • 357 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2022.

Based on PYA Waltman Capital's 13F filing for Q4 2022, filed 14 Feb 2023.