Trust Company of Vermont’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Trust Company of Vermont’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	-500	Closed	-$6.09K	–	909
2023 Q3	$6.09K	Hold	500	–	–	﹤0.01%	695
2023 Q2	$7K	Sell	500 -398	-44%	-$5.66K	﹤0.01%	714
2023 Q1	$13.4K	Hold	898	–	–	﹤0.01%	657
2022 Q4	$13K	Hold	898	–	–	﹤0.01%	650
2022 Q3	$14K	Hold	898	–	–	﹤0.01%	661
2022 Q2	$16K	Buy	+898	New	+$15.9K	﹤0.01%	612
2022 Q1	–	Sell	-500	Closed	-$9K	–	806
2021 Q4	$9K	Buy	+500	New	+$9.21K	﹤0.01%	685
2021 Q3	–	Sell	-500	Closed	-$9K	–	781
2021 Q2	$9K	Hold	500	–	–	﹤0.01%	657
2021 Q1	$9K	Hold	500	–	–	﹤0.01%	645
2020 Q4	$9K	Hold	500	–	–	﹤0.01%	645
2020 Q3	$9K	Hold	500	–	–	﹤0.01%	623
2020 Q2	$9K	Hold	500	–	–	﹤0.01%	642
2020 Q1	$7K	Hold	500	–	–	﹤0.01%	722
2019 Q4	$9K	Hold	500	–	–	﹤0.01%	729
2019 Q3	$9K	Hold	500	–	–	﹤0.01%	768
2019 Q2	$9K	Hold	500	–	–	﹤0.01%	773
2019 Q1	$9K	Hold	500	–	–	﹤0.01%	738
2018 Q4	$8K	Hold	500	–	–	﹤0.01%	780
2018 Q3	$8K	Hold	500	–	–	﹤0.01%	859
2018 Q2	$8K	Hold	500	–	–	﹤0.01%	884
2018 Q1	$8K	Hold	500	–	–	﹤0.01%	789
2017 Q4	$9K	Hold	500	–	–	﹤0.01%	785
2017 Q3	$9K	Hold	500	–	–	﹤0.01%	754
2017 Q2	$10K	Hold	500	–	–	﹤0.01%	742
2017 Q1	$10K	Hold	500	–	–	﹤0.01%	719
2016 Q4	$9K	Hold	500	–	–	﹤0.01%	723
2016 Q3	$11K	Hold	500	–	–	﹤0.01%	660
2016 Q2	$11K	Hold	500	–	–	﹤0.01%	604
2016 Q1	$9K	Hold	500	–	–	﹤0.01%	613
2015 Q4	$8K	Hold	500	–	–	﹤0.01%	653
2015 Q3	$8K	Buy	+500	New	+$7.68K	﹤0.01%	661

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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 $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Trust Company of Vermont's DOC Position: Q4 2023 in Review

Trust Company of Vermont sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2023, closing a stake of 500 shares — an estimated $6.09K sold.

Trust Company of Vermont first reported a position in DOC in Q3 2015 and held it in 31 quarters. The position peaked at $16K in Q2 2022. 347 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

Trust Company of Vermont reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2023 after selling out during the quarter.
Trust Company of Vermont sold 500 PHYSICIANS REALTY TRUST shares in Q4 2023, an estimated $6.09K.
Trust Company of Vermont first reported a position in PHYSICIANS REALTY TRUST in Q3 2015 and held it in 31 quarters.
Trust Company of Vermont's PHYSICIANS REALTY TRUST position peaked at $16K in Q2 2022.
347 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2023.

Based on Trust Company of Vermont's 13F filing for Q4 2023, filed 8 Mar 2024.