SIA
DOC

Schechter Investment Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Schechter Investment 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
2022
Q1 		– Sell
-11,131
Closed -$210K – 1009
2021
Q4 		$210K Buy
+11,131
New +$205K 0.02% 786

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
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
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
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Schechter Investment Advisors's DOC Position: Q1 2022 in Review

Schechter Investment Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2022, closing a stake of 11,131 shares — an estimated $210K sold.

Schechter Investment Advisors first reported a position in DOC in Q4 2021 and held it in 1 quarter. The position peaked at $210K in Q4 2021. 339 funds tracked by Wall St. Rank hold DOC as of Q1 2022.

  • Schechter Investment Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 11,131 PHYSICIANS REALTY TRUST shares in Q1 2022, an estimated $210K.
  • Schechter Investment Advisors first reported a position in PHYSICIANS REALTY TRUST in Q4 2021 and held it in 1 quarter.
  • Schechter Investment Advisors's PHYSICIANS REALTY TRUST position peaked at $210K in Q4 2021.
  • 339 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2022.

Based on Schechter Investment Advisors's 13F filing for Q1 2022, filed 18 Nov 2022.