SSG
DOC

Summit Securities Group’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Summit Securities Group’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
2023
Q1 		– Sell
-18,565
Closed -$269K – 1442
2022
Q4 		$269K Buy
18,565
+18,564
+1,856,400% +$270K 0.01% 422
2022
Q3 		$0 Buy
+1
New +$17 ﹤0.01% 1274

Other funds holding DOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Summit Securities Group's DOC Position: Q1 2023 in Review

Summit Securities Group sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2023, closing a stake of 18,565 shares — an estimated $269K sold.

Summit Securities Group first reported a position in DOC in Q3 2022 and held it in 2 quarters. The position peaked at $269K in Q4 2022. 360 funds tracked by Wall St. Rank hold DOC as of Q1 2023.

  • Summit Securities Group reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2023 after selling out during the quarter.
  • Summit Securities Group sold 18,565 PHYSICIANS REALTY TRUST shares in Q1 2023, an estimated $269K.
  • Summit Securities Group first reported a position in PHYSICIANS REALTY TRUST in Q3 2022 and held it in 2 quarters.
  • Summit Securities Group's PHYSICIANS REALTY TRUST position peaked at $269K in Q4 2022.
  • 360 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.