TC
DOC

Truvestments Capital’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Truvestments Capital’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
2022
Q4 		– Sell
-932
Closed -$14K – 982
2022
Q3 		$14K Buy
932
+12
+1% +$203 0.01% 381
2022
Q2 		$16K Buy
+920
New +$16.2K 0.01% 368
2022
Q1 		– Sell
-897
Closed -$17K – 621
2021
Q4 		$17K Buy
897
+11
+1% +$203 0.01% 360
2021
Q3 		$16K Buy
886
+11
+1% +$203 0.01% 341
2021
Q2 		$16K Buy
875
+11
+1% +$205 0.01% 349
2021
Q1 		$15K Buy
864
+11
+1% +$195 0.01% 404
2020
Q4 		$15K Buy
+853
New +$15.3K 0.01% 389
2020
Q3 		– Sell
-831
Closed -$14K – 620
2020
Q2 		$14K Buy
831
+12
+1% +$196 0.01% 349
2020
Q1 		$11K Buy
+819
New +$15.1K 0.01% 342
2019
Q4 		– Sell
-799
Closed -$14K – 704
2019
Q3 		$14K Buy
799
+10
+1% +$174 0.01% 467
2019
Q2 		$14K Buy
789
+21
+3% +$382 0.01% 490
2019
Q1 		$14K Buy
+768
New +$13.7K 0.01% 469
2018
Q3 		$13K Buy
+758
New +$12.6K 0.01% 597

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Truvestments Capital's DOC Position: Q4 2022 in Review

Truvestments Capital sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2022, closing a stake of 932 shares — an estimated $14K sold.

Truvestments Capital first reported a position in DOC in Q3 2018 and held it in 13 quarters. The position peaked at $17K in Q4 2021. 357 funds tracked by Wall St. Rank hold DOC as of Q4 2022.

  • Truvestments Capital reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2022 after selling out during the quarter.
  • Truvestments Capital sold 932 PHYSICIANS REALTY TRUST shares in Q4 2022, an estimated $14K.
  • Truvestments Capital first reported a position in PHYSICIANS REALTY TRUST in Q3 2018 and held it in 13 quarters.
  • Truvestments Capital's PHYSICIANS REALTY TRUST position peaked at $17K in Q4 2021.
  • 357 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2022.

Based on Truvestments Capital's 13F filing for Q4 2022, filed 14 Feb 2023.