TVWM
DOC

Tower View Wealth Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Tower View Wealth Management’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
2021
Q4 		– Sell
-500
Closed -$9K – 233
2021
Q3 		$9K Buy
+500
New +$9.25K 0.01% 189

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Tower View Wealth Management's DOC Position: Q4 2021 in Review

Tower View Wealth Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2021, closing a stake of 500 shares — an estimated $9K sold.

Tower View Wealth Management first reported a position in DOC in Q3 2021 and held it in 1 quarter. The position peaked at $9K in Q3 2021. 351 funds tracked by Wall St. Rank hold DOC as of Q4 2021.

  • Tower View Wealth Management reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2021 after selling out during the quarter.
  • Tower View Wealth Management sold 500 PHYSICIANS REALTY TRUST shares in Q4 2021, an estimated $9K.
  • Tower View Wealth Management first reported a position in PHYSICIANS REALTY TRUST in Q3 2021 and held it in 1 quarter.
  • Tower View Wealth Management's PHYSICIANS REALTY TRUST position peaked at $9K in Q3 2021.
  • 351 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2021.

Based on Tower View Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.