SBL
DOC

Sargent Bickham Lagudis’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Sargent Bickham Lagudis’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
Q1 		– Sell
-175
Closed -$3K – 978
2019
Q4 		$3K Buy
+175
New +$3.21K ﹤0.01% 756
2017
Q4 		– Sell
-375
Closed -$7K – 881
2017
Q3 		$7K Buy
+375
New +$6.92K ﹤0.01% 672

Other funds holding DOC

Vanguard Group
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sargent Bickham Lagudis's DOC Position: Q1 2020 in Review

Sargent Bickham Lagudis sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2020, closing a stake of 175 shares — an estimated $3K sold.

Sargent Bickham Lagudis first reported a position in DOC in Q3 2017 and held it in 2 quarters. The position peaked at $7K in Q3 2017. 317 funds tracked by Wall St. Rank hold DOC as of Q1 2020.

  • Sargent Bickham Lagudis reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2020 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 175 PHYSICIANS REALTY TRUST shares in Q1 2020, an estimated $3K.
  • Sargent Bickham Lagudis first reported a position in PHYSICIANS REALTY TRUST in Q3 2017 and held it in 2 quarters.
  • Sargent Bickham Lagudis's PHYSICIANS REALTY TRUST position peaked at $7K in Q3 2017.
  • 317 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2020, filed 7 Sep 2021.