WAP
DOC

Wealthcare Advisory Partners’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-1,295
Closed -$23K – 2134
2021
Q1 		$23K Buy
+1,295
New +$23K ﹤0.01% 1162
2020
Q2 		– Sell
-1,227
Closed -$17K – 1549
2020
Q1 		$17K Buy
1,227
+212
+21% +$3.9K ﹤0.01% 781
2019
Q4 		$19K Buy
+1,015
New +$18.6K ﹤0.01% 781

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

Wealthcare Advisory Partners's DOC Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of PHYSICIANS REALTY TRUST (DOC) in Q2 2021, closing a stake of 1,295 shares — an estimated $23K sold.

Wealthcare Advisory Partners first reported a position in DOC in Q4 2019 and held it in 3 quarters. The position peaked at $23K in Q1 2021. 339 funds tracked by Wall St. Rank hold DOC as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining PHYSICIANS REALTY TRUST position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,295 PHYSICIANS REALTY TRUST shares in Q2 2021, an estimated $23K.
  • Wealthcare Advisory Partners first reported a position in PHYSICIANS REALTY TRUST in Q4 2019 and held it in 3 quarters.
  • Wealthcare Advisory Partners's PHYSICIANS REALTY TRUST position peaked at $23K in Q1 2021.
  • 339 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.