RTL
DOC

Red Tortoise LLC’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Red Tortoise LLC’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
Q2 		– Sell
-179
Closed -$2.67K – 630
2023
Q1 		$2.67K Buy
+179
New +$2.7K ﹤0.01% 386

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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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Red Tortoise LLC's DOC Position: Q2 2023 in Review

Red Tortoise LLC sold out of PHYSICIANS REALTY TRUST (DOC) in Q2 2023, closing a stake of 179 shares — an estimated $2.67K sold.

Red Tortoise LLC first reported a position in DOC in Q1 2023 and held it in 1 quarter. The position peaked at $2.67K in Q1 2023. 352 funds tracked by Wall St. Rank hold DOC as of Q2 2023.

  • Red Tortoise LLC reported no remaining PHYSICIANS REALTY TRUST position as of Q2 2023 after selling out during the quarter.
  • Red Tortoise LLC sold 179 PHYSICIANS REALTY TRUST shares in Q2 2023, an estimated $2.67K.
  • Red Tortoise LLC first reported a position in PHYSICIANS REALTY TRUST in Q1 2023 and held it in 1 quarter.
  • Red Tortoise LLC's PHYSICIANS REALTY TRUST position peaked at $2.67K in Q1 2023.
  • 352 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q2 2023.

Based on Red Tortoise LLC's 13F filing for Q2 2023, filed 26 Jul 2023.