SIM
DOC

Sonora Investment Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Sonora Investment Management’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
2021
Q3 		$349K Buy
19,830
+1,579
+9% +$29.2K 0.04% 154
2021
Q2 		$337K Hold
18,251
– – 0.04% 156
2021
Q1 		$322K Sell
18,251
-655
-3% -$11.6K 0.03% 247
2020
Q4 		$337K Sell
18,906
-1,350
-7% -$24.2K 0.03% 249
2020
Q3 		$363K Buy
20,256
+285
+1% +$5.08K 0.03% 216
2020
Q2 		$350K Sell
19,971
-3,475
-15% -$56.7K 0.04% 204
2020
Q1 		$327K Buy
23,446
+150
+0.6% +$2.76K 0.04% 194
2019
Q4 		$441K Buy
23,296
+400
+2% +$7.34K 0.04% 195
2019
Q3 		$406K Buy
22,896
+755
+3% +$13.1K 0.04% 197
2019
Q2 		$386K Buy
22,141
+5,405
+32% +$98.3K 0.04% 200
2019
Q1 		$315K Buy
16,736
+6,300
+60% +$112K 0.04% 200
2018
Q4 		$167K Hold
10,436
– – 0.02% 232
2018
Q3 		$176K Hold
10,436
– – 0.02% 218
2018
Q2 		$166K Buy
10,436
+1,200
+13% +$18.1K 0.03% 219
2018
Q1 		$144K Buy
9,236
+700
+8% +$11K 0.02% 229
2017
Q4 		$154K Buy
8,536
+6,436
+306% +$115K 0.02% 218
2017
Q3 		$37.2K Buy
2,100
+100
+5% +$1.84K 0.01% 392
2017
Q2 		$40.3K Buy
2,000
+1,000
+100% +$20.3K 0.01% 370
2017
Q1 		$19.9K Hold
1,000
– – ﹤0.01% 521
2016
Q4 		$19K Sell
1,000
-2,500
-71% -$47.4K ﹤0.01% 474
2016
Q3 		$75.4K Hold
3,500
– – 0.02% 246
2016
Q2 		$73.5K Hold
3,500
– – 0.02% 221
2016
Q1 		$63.9K Hold
3,500
– – 0.02% 247
2015
Q4 		$59K Hold
3,500
– – 0.02% 214
2015
Q3 		$49K Buy
+3,500
New +$53.8K 0.01% 216

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sonora Investment Management's DOC Position: Q3 2021 in Review

Sonora Investment Management increased its PHYSICIANS REALTY TRUST (DOC) stake by 8.7% in Q3 2021, buying an estimated $29.2K and bringing the position to 19,830 shares worth $349K. The position accounts for 0.04% of the portfolio, ranked #154.

Sonora Investment Management first reported a position in DOC in Q3 2015 and has held it in 25 quarters since. The position peaked at $441K in Q4 2019. 339 funds tracked by Wall St. Rank hold DOC as of Q3 2021.

  • Sonora Investment Management held 19,830 shares of PHYSICIANS REALTY TRUST worth $349K as of Q3 2021.
  • Sonora Investment Management bought 1,579 PHYSICIANS REALTY TRUST shares in Q3 2021, an estimated $29.2K.
  • PHYSICIANS REALTY TRUST made up 0.04% of Sonora Investment Management's portfolio in Q3 2021, its #154 holding.
  • Sonora Investment Management first reported a position in PHYSICIANS REALTY TRUST in Q3 2015 and has held it in 25 quarters since.
  • Sonora Investment Management's PHYSICIANS REALTY TRUST position peaked at $441K in Q4 2019.
  • 339 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.