STA
DOC

Summit Trail Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Summit Trail Advisors’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
2018
Q1 		– Sell
-251
Closed -$4K – 2187
2017
Q4 		$4K Buy
+251
New +$4.5K ﹤0.01% 1519

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Trail Advisors's DOC Position: Q1 2018 in Review

Summit Trail Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2018, closing a stake of 251 shares — an estimated $4K sold.

Summit Trail Advisors first reported a position in DOC in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 250 funds tracked by Wall St. Rank hold DOC as of Q1 2018.

  • Summit Trail Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 251 PHYSICIANS REALTY TRUST shares in Q1 2018, an estimated $4K.
  • Summit Trail Advisors first reported a position in PHYSICIANS REALTY TRUST in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's PHYSICIANS REALTY TRUST position peaked at $4K in Q4 2017.
  • 250 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.