SWA
DOC

Sutton Wealth Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-8
Closed -$116 – 1672
2022
Q4 		$116 Buy
+8
New +$116 ﹤0.01% 1633
2022
Q3 		– Sell
-29
Closed -$506 – 1758
2022
Q2 		$506 Hold
29
– – ﹤0.01% 1449
2022
Q1 		$509 Buy
29
+1
+4% +$18 ﹤0.01% 1482
2021
Q4 		$527 Buy
+28
New +$516 ﹤0.01% 1509

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

Sutton Wealth Advisors's DOC Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2023, closing a stake of 8 shares — an estimated $116 sold.

Sutton Wealth Advisors first reported a position in DOC in Q4 2021 and held it in 4 quarters. The position peaked at $527 in Q4 2021. 360 funds tracked by Wall St. Rank hold DOC as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 8 PHYSICIANS REALTY TRUST shares in Q1 2023, an estimated $116.
  • Sutton Wealth Advisors first reported a position in PHYSICIANS REALTY TRUST in Q4 2021 and held it in 4 quarters.
  • Sutton Wealth Advisors's PHYSICIANS REALTY TRUST position peaked at $527 in Q4 2021.
  • 360 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.