VPIM
DOC

Vanguard Personalized Indexing Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Vanguard Personalized Indexing 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
2024
Q1 		– Sell
-66,998
Closed -$892K – 1683
2023
Q4 		$892K Buy
+66,998
New +$796K 0.02% 717
2023
Q3 		– Sell
-15,889
Closed -$222K – 1574
2023
Q2 		$222K Sell
15,889
-13,209
-45% -$188K 0.01% 1282
2023
Q1 		$434K Buy
+29,098
New +$439K 0.02% 945

Other funds holding DOC

CWM
CIBC World Markets New York $20.8B AUM
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return
CASC
Coppell Advisory Solutions Corp Coppell, Texas $531M AUM
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Vanguard Personalized Indexing Management's DOC Position: Q1 2024 in Review

Vanguard Personalized Indexing Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 66,998 shares — an estimated $892K sold.

Vanguard Personalized Indexing Management first reported a position in DOC in Q1 2023 and held it in 3 quarters. The position peaked at $892K in Q4 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Vanguard Personalized Indexing Management reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 66,998 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $892K.
  • Vanguard Personalized Indexing Management first reported a position in PHYSICIANS REALTY TRUST in Q1 2023 and held it in 3 quarters.
  • Vanguard Personalized Indexing Management's PHYSICIANS REALTY TRUST position peaked at $892K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2024, filed 9 May 2024.