RCA
DOC

Rowland Carmichael Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Rowland Carmichael 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
2020
Q4 		$223K Hold
12,504
– – 0.07% 279
2020
Q3 		$224K Sell
12,504
-3,221
-20% -$57.4K 0.09% 252
2020
Q2 		$276K Hold
15,725
– – 0.12% 202
2020
Q1 		$219K Hold
15,725
– – 0.11% 221
2019
Q4 		$298K Sell
15,725
-2,205
-12% -$40.4K 0.1% 225
2019
Q3 		$318K Hold
17,930
– – 0.11% 207
2019
Q2 		$313K Hold
17,930
– – 0.11% 198
2019
Q1 		$337K Buy
+17,930
New +$319K 0.12% 179

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rowland Carmichael Advisors's DOC Position: Q4 2020 in Review

Rowland Carmichael Advisors held its PHYSICIANS REALTY TRUST (DOC) position steady in Q4 2020 at 12,504 shares worth $223K. The position accounts for 0.07% of the portfolio, ranked #279.

Rowland Carmichael Advisors first reported a position in DOC in Q1 2019 and has held it in 8 quarters since. The position peaked at $337K in Q1 2019. 347 funds tracked by Wall St. Rank hold DOC as of Q4 2020.

  • Rowland Carmichael Advisors held 12,504 shares of PHYSICIANS REALTY TRUST worth $223K as of Q4 2020.
  • Rowland Carmichael Advisors left its PHYSICIANS REALTY TRUST share count unchanged in Q4 2020.
  • PHYSICIANS REALTY TRUST made up 0.07% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #279 holding.
  • Rowland Carmichael Advisors first reported a position in PHYSICIANS REALTY TRUST in Q1 2019 and has held it in 8 quarters since.
  • Rowland Carmichael Advisors's PHYSICIANS REALTY TRUST position peaked at $337K in Q1 2019.
  • 347 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.