Susquehanna Fundamental Investments’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Susquehanna Fundamental Investments’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 Q4	–	Sell	-303,314	Closed	-$3.7M	–	358
2023 Q3	$3.7M	Sell	303,314 -8,906	-3%	-$123K	0.24%	104
2023 Q2	$4.37M	Sell	312,220 -9,942	-3%	-$141K	0.16%	161
2023 Q1	$4.81M	Sell	322,162 -15,548	-5%	-$235K	0.11%	227
2022 Q4	$4.89M	Buy	+337,710	New	+$4.91M	0.08%	299

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

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

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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Susquehanna Fundamental Investments's DOC Position: Q4 2023 in Review

Susquehanna Fundamental Investments sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2023, closing a stake of 303,314 shares — an estimated $3.7M sold.

Susquehanna Fundamental Investments first reported a position in DOC in Q4 2022 and held it in 4 quarters. The position peaked at $4.89M in Q4 2022. 347 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

Susquehanna Fundamental Investments reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2023 after selling out during the quarter.
Susquehanna Fundamental Investments sold 303,314 PHYSICIANS REALTY TRUST shares in Q4 2023, an estimated $3.7M.
Susquehanna Fundamental Investments first reported a position in PHYSICIANS REALTY TRUST in Q4 2022 and held it in 4 quarters.
Susquehanna Fundamental Investments's PHYSICIANS REALTY TRUST position peaked at $4.89M in Q4 2022.
347 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q4 2023, filed 14 Feb 2024.