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

Other funds holding DOC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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.