Steward Partners Investment Advisory
DOC icon

Steward Partners Investment Advisory’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Steward Partners Investment Advisory’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
Q2 		– Sell
-1,417
Closed -$25K – 3489
2022
Q1 		$25K Sell
1,417
-500
-26% -$8.78K ﹤0.01% 2274
2021
Q4 		$36K Hold
1,917
– – ﹤0.01% 2060
2021
Q3 		$34K Sell
1,917
-6,413
-77% -$119K ﹤0.01% 2074
2021
Q2 		$154K Buy
8,330
+1,450
+21% +$27K ﹤0.01% 1757
2021
Q1 		$122K Hold
6,880
– – ﹤0.01% 1526
2020
Q4 		$122K Hold
6,880
– – ﹤0.01% 1286
2020
Q3 		$123K Hold
6,880
– – ﹤0.01% 1139
2020
Q2 		$121K Hold
6,880
– – ﹤0.01% 1070
2020
Q1 		$95K Hold
6,880
– – ﹤0.01% 1014
2019
Q4 		$130K Hold
6,880
– – ﹤0.01% 1023
2019
Q3 		$122K Buy
6,880
+2,838
+70% +$49.3K ﹤0.01% 1016
2019
Q2 		$70K Buy
+4,042
New +$73.5K ﹤0.01% 1207

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Steward Partners Investment Advisory's DOC Position: Q2 2022 in Review

Steward Partners Investment Advisory sold out of PHYSICIANS REALTY TRUST (DOC) in Q2 2022, closing a stake of 1,417 shares — an estimated $25K sold.

Steward Partners Investment Advisory first reported a position in DOC in Q2 2019 and held it in 12 quarters. The position peaked at $154K in Q2 2021. 349 funds tracked by Wall St. Rank hold DOC as of Q2 2022.

  • Steward Partners Investment Advisory reported no remaining PHYSICIANS REALTY TRUST position as of Q2 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,417 PHYSICIANS REALTY TRUST shares in Q2 2022, an estimated $25K.
  • Steward Partners Investment Advisory first reported a position in PHYSICIANS REALTY TRUST in Q2 2019 and held it in 12 quarters.
  • Steward Partners Investment Advisory's PHYSICIANS REALTY TRUST position peaked at $154K in Q2 2021.
  • 349 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q2 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2022, filed 4 Aug 2022.