RIL
DOC

Rothschild Investment LLC’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Rothschild Investment 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
2020
Q3 		– Sell
-11,453
Closed -$201K – 463
2020
Q2 		$201K Sell
11,453
-2,845
-20% -$46.4K 0.02% 383
2020
Q1 		$199K Sell
14,298
-3,626
-20% -$66.7K 0.03% 375
2019
Q4 		$339K Buy
+17,924
New +$329K 0.03% 341

Other funds holding DOC

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Rothschild Investment LLC's DOC Position: Q3 2020 in Review

Rothschild Investment LLC sold out of PHYSICIANS REALTY TRUST (DOC) in Q3 2020, closing a stake of 11,453 shares — an estimated $201K sold.

Rothschild Investment LLC first reported a position in DOC in Q4 2019 and held it in 3 quarters. The position peaked at $339K in Q4 2019. 330 funds tracked by Wall St. Rank hold DOC as of Q3 2020.

  • Rothschild Investment LLC reported no remaining PHYSICIANS REALTY TRUST position as of Q3 2020 after selling out during the quarter.
  • Rothschild Investment LLC sold 11,453 PHYSICIANS REALTY TRUST shares in Q3 2020, an estimated $201K.
  • Rothschild Investment LLC first reported a position in PHYSICIANS REALTY TRUST in Q4 2019 and held it in 3 quarters.
  • Rothschild Investment LLC's PHYSICIANS REALTY TRUST position peaked at $339K in Q4 2019.
  • 330 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2020.

Based on Rothschild Investment LLC's 13F filing for Q3 2020, filed 22 Oct 2020.