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

TCI 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 Q2	–	Sell	-108	Closed	-$1.61K	–	2512
2023 Q1	$1.61K	Hold	108	–	–	﹤0.01%	2013
2022 Q4	$1.56K	Sell	108 -618	-85%	-$8.98K	﹤0.01%	2028
2022 Q3	$11K	Buy	726 +415	+133%	+$7.01K	﹤0.01%	982
2022 Q2	$5K	Hold	311	–	–	﹤0.01%	1572
2022 Q1	$5K	Sell	311 -583	-65%	-$10.2K	﹤0.01%	1646
2021 Q4	$17K	Hold	894	–	–	﹤0.01%	801
2021 Q3	$16K	Buy	894 +434	+94%	+$8.03K	﹤0.01%	808
2021 Q2	$8K	Buy	460 +228	+98%	+$4.24K	﹤0.01%	1167
2021 Q1	$4K	Sell	232 -45	-16%	-$799	﹤0.01%	1471
2020 Q4	$5K	Buy	277 +232	+516%	+$4.15K	﹤0.01%	928
2020 Q3	$1K	Buy	+45	New	+$802	﹤0.01%	1515
2020 Q2	–	Sell	-59	Closed	-$1K	–	1786
2020 Q1	$1K	Hold	59	–	–	﹤0.01%	1438
2019 Q4	$1K	Hold	59	–	–	﹤0.01%	1514
2019 Q3	$1K	Buy	+59	New	+$1.02K	﹤0.01%	1479
2018 Q3	–	Hold	0	–	–	–	1450
2018 Q2	–	Hold	0	–	–	–	1222

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BTW

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

TCI Wealth Advisors's DOC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q2 2023, closing a stake of 108 shares — an estimated $1.61K sold.

TCI Wealth Advisors first reported a position in DOC in Q3 2019 and held it in 14 quarters. The position peaked at $17K in Q4 2021. 352 funds tracked by Wall St. Rank hold DOC as of Q2 2023.

TCI Wealth Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 108 PHYSICIANS REALTY TRUST shares in Q2 2023, an estimated $1.61K.
TCI Wealth Advisors first reported a position in PHYSICIANS REALTY TRUST in Q3 2019 and held it in 14 quarters.
TCI Wealth Advisors's PHYSICIANS REALTY TRUST position peaked at $17K in Q4 2021.
352 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.