WAM
DOC

Wealthspire Advisors (Maryland)’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-1,646
Closed -$31K – 2533
2019
Q1 		$31K Buy
1,646
+493
+43% +$8.78K ﹤0.01% 1104
2018
Q4 		$18K Buy
1,153
+1,000
+654% +$16.8K ﹤0.01% 1258
2018
Q3 		$3K Hold
153
– – ﹤0.01% 2115
2018
Q2 		$2K Sell
153
-500
-77% -$7.56K ﹤0.01% 2269
2018
Q1 		$10K Hold
653
– – ﹤0.01% 1598
2017
Q4 		$12K Buy
653
+5
+0.8% +$90 ﹤0.01% 1534
2017
Q3 		$11K Buy
648
+200
+45% +$3.69K ﹤0.01% 1562
2017
Q2 		$9K Buy
448
+95
+27% +$1.93K ﹤0.01% 1598
2017
Q1 		$7K Hold
353
– – ﹤0.01% 1473
2016
Q4 		$7K Sell
353
-53
-13% -$1K ﹤0.01% 1338
2016
Q3 		$9K Buy
406
+53
+15% +$1.12K ﹤0.01% 1286
2016
Q2 		$7K Hold
353
– – ﹤0.01% 1291
2016
Q1 		$7K Hold
353
– – ﹤0.01% 1282
2015
Q4 		$6K Buy
+353
New +$5.62K ﹤0.01% 1334

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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DOC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of PHYSICIANS REALTY TRUST (DOC) in Q2 2019, closing a stake of 1,646 shares — an estimated $31K sold.

Wealthspire Advisors (Maryland) first reported a position in DOC in Q4 2015 and held it in 14 quarters. The position peaked at $31K in Q1 2019. 265 funds tracked by Wall St. Rank hold DOC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining PHYSICIANS REALTY TRUST position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,646 PHYSICIANS REALTY TRUST shares in Q2 2019, an estimated $31K.
  • Wealthspire Advisors (Maryland) first reported a position in PHYSICIANS REALTY TRUST in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s PHYSICIANS REALTY TRUST position peaked at $31K in Q1 2019.
  • 265 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.