WRF
DOC

Waddell & Reed Financial’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Waddell & Reed Financial’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
2019
Q3 		– Sell
-399,664
Closed -$6.97M – 520
2019
Q2 		$6.97M Sell
399,664
-53,125
-12% -$966K 0.02% 426
2019
Q1 		$8.52M Buy
+452,789
New +$8.07M 0.02% 434

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Waddell & Reed Financial's DOC Position: Q3 2019 in Review

Waddell & Reed Financial sold out of PHYSICIANS REALTY TRUST (DOC) in Q3 2019, closing a stake of 399,664 shares — an estimated $6.97M sold.

Waddell & Reed Financial first reported a position in DOC in Q1 2019 and held it in 2 quarters. The position peaked at $8.52M in Q1 2019. 274 funds tracked by Wall St. Rank hold DOC as of Q3 2019.

  • Waddell & Reed Financial reported no remaining PHYSICIANS REALTY TRUST position as of Q3 2019 after selling out during the quarter.
  • Waddell & Reed Financial sold 399,664 PHYSICIANS REALTY TRUST shares in Q3 2019, an estimated $6.97M.
  • Waddell & Reed Financial first reported a position in PHYSICIANS REALTY TRUST in Q1 2019 and held it in 2 quarters.
  • Waddell & Reed Financial's PHYSICIANS REALTY TRUST position peaked at $8.52M in Q1 2019.
  • 274 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q3 2019.

Based on Waddell & Reed Financial's 13F filing for Q3 2019, filed 14 Nov 2019.