SI
DOC

Sapience Investments’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Sapience Investments’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
-646,596
Closed -$7.88M – 84
2023
Q3 		$7.88M Sell
646,596
-19,440
-3% -$269K 1.89% 20
2023
Q2 		$9.32M Sell
666,036
-8,383
-1% -$119K 2.1% 11
2023
Q1 		$10.1M Sell
674,419
-43,400
-6% -$655K 2.33% 12
2022
Q4 		$10.4M Buy
717,819
+11,309
+2% +$164K 2.18% 11
2022
Q3 		$10.6M Sell
706,510
-16,960
-2% -$286K 2.23% 7
2022
Q2 		$12.6M Sell
723,470
-85,670
-11% -$1.51M 2.37% 4
2022
Q1 		$14.2M Sell
809,140
-153,740
-16% -$2.7M 1.72% 12
2021
Q4 		$18.1M Buy
962,880
+51,390
+6% +$947K 2.07% 6
2021
Q3 		$16.1M Buy
911,490
+160,170
+21% +$2.96M 1.91% 8
2021
Q2 		$13.9M Sell
751,320
-26,490
-3% -$493K 1.72% 10
2021
Q1 		$13.7M Buy
777,810
+164,970
+27% +$2.93M 1.73% 15
2020
Q4 		$10.9M Buy
612,840
+79,800
+15% +$1.43M 1.52% 25
2020
Q3 		$9.55M Sell
533,040
-50,500
-9% -$900K 1.69% 16
2020
Q2 		$10.2M Sell
583,540
-54,600
-9% -$890K 1.88% 10
2020
Q1 		$8.9M Sell
638,140
-57,790
-8% -$1.06M 1.98% 9
2019
Q4 		$13.2M Sell
695,930
-48,680
-7% -$893K 1.84% 16
2019
Q3 		$13.2M Buy
744,610
+131,800
+22% +$2.29M 1.84% 14
2019
Q2 		$10.7M Sell
612,810
-3,400
-0.6% -$61.8K 1.46% 22
2019
Q1 		$11.6M Buy
616,210
+29,270
+5% +$521K 1.54% 21
2018
Q4 		$9.41M Sell
586,940
-22,800
-4% -$382K 1.53% 26
2018
Q3 		$10.3M Sell
609,740
-7,200
-1% -$119K 1.26% 34
2018
Q2 		$9.83M Sell
616,940
-12,600
-2% -$191K 1.3% 33
2018
Q1 		$9.8M Buy
629,540
+108,250
+21% +$1.7M 1.34% 37
2017
Q4 		$9.38M Hold
521,290
– – 1.27% 36
2017
Q3 		$9.24M Buy
+521,290
New +$9.62M 1.29% 35

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Bank of New York Mellon
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sapience Investments's DOC Position: Q4 2023 in Review

Sapience Investments sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2023, closing a stake of 646,596 shares — an estimated $7.88M sold.

Sapience Investments first reported a position in DOC in Q3 2017 and held it in 25 quarters. The position peaked at $18.1M in Q4 2021. 347 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

  • Sapience Investments reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2023 after selling out during the quarter.
  • Sapience Investments sold 646,596 PHYSICIANS REALTY TRUST shares in Q4 2023, an estimated $7.88M.
  • Sapience Investments first reported a position in PHYSICIANS REALTY TRUST in Q3 2017 and held it in 25 quarters.
  • Sapience Investments's PHYSICIANS REALTY TRUST position peaked at $18.1M in Q4 2021.
  • 347 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2023.

Based on Sapience Investments's 13F filing for Q4 2023, filed 14 Feb 2024.