SFS
DOC

Sowell Financial Services’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-1,513
Closed -$27K – 3225
2021
Q1 		$27K Sell
1,513
-1,831
-55% -$32.5K ﹤0.01% 1931
2020
Q4 		$60K Buy
3,344
+1,268
+61% +$22.7K ﹤0.01% 1337
2020
Q3 		$37K Sell
2,076
-1,386
-40% -$24.7K ﹤0.01% 1317
2020
Q2 		$61K Hold
3,462
– – ﹤0.01% 1116
2020
Q1 		$48K Buy
3,462
+3,393
+4,917% +$62.4K ﹤0.01% 1079
2019
Q4 		$1K Hold
69
– – ﹤0.01% 2495
2019
Q3 		$1K Buy
+69
New +$1.2K ﹤0.01% 2378

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return

Sowell Financial Services's DOC Position: Q2 2021 in Review

Sowell Financial Services sold out of PHYSICIANS REALTY TRUST (DOC) in Q2 2021, closing a stake of 1,513 shares — an estimated $27K sold.

Sowell Financial Services first reported a position in DOC in Q3 2019 and held it in 7 quarters. The position peaked at $61K in Q2 2020. 339 funds tracked by Wall St. Rank hold DOC as of Q2 2021.

  • Sowell Financial Services reported no remaining PHYSICIANS REALTY TRUST position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,513 PHYSICIANS REALTY TRUST shares in Q2 2021, an estimated $27K.
  • Sowell Financial Services first reported a position in PHYSICIANS REALTY TRUST in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's PHYSICIANS REALTY TRUST position peaked at $61K in Q2 2020.
  • 339 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.