SI
DOC

Stephens Inc’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Stephens Inc’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
-19,763
Closed -$372K – 1430
2021
Q4 		$372K Sell
19,763
-6,100
-24% -$112K 0.01% 961
2021
Q3 		$456K Sell
25,863
-1,492
-5% -$27.6K 0.01% 908
2021
Q2 		$505K Sell
27,355
-4,699
-15% -$87.4K 0.01% 872
2021
Q1 		$566K Sell
32,054
-30,593
-49% -$543K 0.01% 803
2020
Q4 		$1.11M Sell
62,647
-5,453
-8% -$97.6K 0.02% 565
2020
Q3 		$1.22M Sell
68,100
-1,017
-1% -$18.1K 0.02% 502
2020
Q2 		$1.21M Buy
69,117
+8,416
+14% +$137K 0.03% 472
2020
Q1 		$846K Sell
60,701
-9,361
-13% -$172K 0.02% 517
2019
Q4 		$1.33M Buy
70,062
+159
+0.2% +$2.92K 0.03% 490
2019
Q3 		$1.24M Sell
69,903
-11,500
-14% -$200K 0.03% 502
2019
Q2 		$1.42M Buy
81,403
+439
+0.5% +$7.98K 0.03% 481
2019
Q1 		$1.52M Sell
80,964
-1,082
-1% -$19.3K 0.04% 470
2018
Q4 		$1.31M Buy
82,046
+3,957
+5% +$66.3K 0.04% 453
2018
Q3 		$1.32M Buy
78,089
+30,354
+64% +$503K 0.03% 500
2018
Q2 		$761K Sell
47,735
-2,699
-5% -$40.8K 0.02% 535
2018
Q1 		$785K Buy
+50,434
New +$791K 0.03% 443

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

Stephens Inc's DOC Position: Q1 2022 in Review

Stephens Inc sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2022, closing a stake of 19,763 shares — an estimated $372K sold.

Stephens Inc first reported a position in DOC in Q1 2018 and held it in 16 quarters. The position peaked at $1.52M in Q1 2019. 339 funds tracked by Wall St. Rank hold DOC as of Q1 2022.

  • Stephens Inc reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2022 after selling out during the quarter.
  • Stephens Inc sold 19,763 PHYSICIANS REALTY TRUST shares in Q1 2022, an estimated $372K.
  • Stephens Inc first reported a position in PHYSICIANS REALTY TRUST in Q1 2018 and held it in 16 quarters.
  • Stephens Inc's PHYSICIANS REALTY TRUST position peaked at $1.52M in Q1 2019.
  • 339 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2022.

Based on Stephens Inc's 13F filing for Q1 2022, filed 4 May 2022.