Texas Yale Capital Corp’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Texas Yale Capital Corp’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	-50,000	Closed	-$610K	–	457
2023 Q3	$610K	Sell	50,000 -2,300	-4%	-$31.8K	0.03%	286
2023 Q2	$732K	Hold	52,300	–	–	0.03%	279
2023 Q1	$781K	Hold	52,300	–	–	0.04%	272
2022 Q4	$757K	Hold	52,300	–	–	0.04%	274
2022 Q3	$787K	Hold	52,300	–	–	0.05%	259
2022 Q2	$913K	Hold	52,300	–	–	0.06%	243
2022 Q1	$917K	Hold	52,300	–	–	0.05%	254
2021 Q4	$985K	Hold	52,300	–	–	0.05%	246
2021 Q3	$922K	Hold	52,300	–	–	0.05%	248
2021 Q2	$966K	Hold	52,300	–	–	0.06%	245
2021 Q1	$924K	Hold	52,300	–	–	0.06%	242
2020 Q4	$931K	Hold	52,300	–	–	0.06%	241
2020 Q3	$937K	Hold	52,300	–	–	0.07%	227
2020 Q2	$916K	Hold	52,300	–	–	0.07%	219
2020 Q1	$729K	Buy	+52,300	New	+$961K	0.07%	231

Other funds holding DOC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BTW

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Texas Yale Capital Corp's DOC Position: Q4 2023 in Review

Texas Yale Capital Corp sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2023, closing a stake of 50,000 shares — an estimated $610K sold.

Texas Yale Capital Corp first reported a position in DOC in Q1 2020 and held it in 15 quarters. The position peaked at $985K in Q4 2021. 347 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

Texas Yale Capital Corp reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2023 after selling out during the quarter.
Texas Yale Capital Corp sold 50,000 PHYSICIANS REALTY TRUST shares in Q4 2023, an estimated $610K.
Texas Yale Capital Corp first reported a position in PHYSICIANS REALTY TRUST in Q1 2020 and held it in 15 quarters.
Texas Yale Capital Corp's PHYSICIANS REALTY TRUST position peaked at $985K in Q4 2021.
347 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2023.

Based on Texas Yale Capital Corp's 13F filing for Q4 2023, filed 13 Feb 2024.