TPWA
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TRUE Private Wealth Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

TRUE Private 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
2021
Q1 		– Sell
-570
Closed -$10K – 772
2020
Q4 		$10K Buy
+570
New +$10.2K ﹤0.01% 540

Other funds holding DOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

TRUE Private Wealth Advisors's DOC Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2021, closing a stake of 570 shares — an estimated $10K sold.

TRUE Private Wealth Advisors first reported a position in DOC in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 351 funds tracked by Wall St. Rank hold DOC as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 570 PHYSICIANS REALTY TRUST shares in Q1 2021, an estimated $10K.
  • TRUE Private Wealth Advisors first reported a position in PHYSICIANS REALTY TRUST in Q4 2020 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's PHYSICIANS REALTY TRUST position peaked at $10K in Q4 2020.
  • 351 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.