U
DOC

UBS’s PHYSICIANS REALTY TRUST DOC Stock Holding History

UBS’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
2014
Q3 		$168K Buy
+12,255
New +$175K ﹤0.01% 5381
2014
Q1 		– Sell
-1,100
Closed -$14K – 11529
2013
Q4 		$14K Sell
1,100
-1,908
-63% -$23.6K ﹤0.01% 8672
2013
Q3 		$36K Buy
+3,008
New +$35.1K ﹤0.01% 7315

Other funds holding DOC

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
BC
BHR Capital New York $48.6M AUM 3.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

UBS's DOC Position: Q3 2014 in Review

UBS opened a new position in PHYSICIANS REALTY TRUST (DOC) in Q3 2014: 12,255 shares worth $168K. The stake represents ﹤0.01% of the portfolio and ranks #5381 among its holdings. This is a return to the name: UBS previously reported a position in DOC as recently as Q4 2013.

UBS first reported a position in DOC in Q3 2013 and has held it in 3 quarters since. 133 funds tracked by Wall St. Rank hold DOC as of Q3 2014.

  • UBS held 12,255 shares of PHYSICIANS REALTY TRUST worth $168K as of Q3 2014.
  • PHYSICIANS REALTY TRUST was a new UBS position in Q3 2014.
  • PHYSICIANS REALTY TRUST made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5381 holding.
  • UBS first reported a position in PHYSICIANS REALTY TRUST in Q3 2013 and has held it in 3 quarters since.
  • 133 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.