SC
DOC

Scholtz & Company’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Scholtz & Company’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
2015
Q1 		– Sell
-59,000
Closed -$979K – 61
2014
Q4 		$979K Sell
59,000
-168,700
-74% -$2.58M 1% 34
2014
Q3 		$3.12M Sell
227,700
-1,900
-0.8% -$27.2K 3.08% 11
2014
Q2 		$3.3M Buy
229,600
+27,000
+13% +$369K 3.13% 8
2014
Q1 		$2.82M Buy
+202,600
New +$2.63M 3.02% 9

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
BC
BHR Capital New York $48.6M AUM 3.78% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Scholtz & Company's DOC Position: Q1 2015 in Review

Scholtz & Company sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2015, closing a stake of 59,000 shares — an estimated $979K sold.

Scholtz & Company first reported a position in DOC in Q1 2014 and held it in 4 quarters. The position peaked at $3.3M in Q2 2014. 170 funds tracked by Wall St. Rank hold DOC as of Q1 2015.

  • Scholtz & Company reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2015 after selling out during the quarter.
  • Scholtz & Company sold 59,000 PHYSICIANS REALTY TRUST shares in Q1 2015, an estimated $979K.
  • Scholtz & Company first reported a position in PHYSICIANS REALTY TRUST in Q1 2014 and held it in 4 quarters.
  • Scholtz & Company's PHYSICIANS REALTY TRUST position peaked at $3.3M in Q2 2014.
  • 170 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2015.

Based on Scholtz & Company's 13F filing for Q1 2015, filed 15 May 2015.