WS
DOC

Wedbush Securities’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Wedbush Securities’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
2023
Q2 		– Sell
-14,128
Closed -$211K – 1144
2023
Q1 		$211K Buy
14,128
+4,000
+39% +$60.3K 0.01% 918
2022
Q4 		$147K Buy
+10,128
New +$147K 0.01% 951
2021
Q4 		– Sell
-10,803
Closed -$190K – 1252
2021
Q3 		$190K Buy
+10,803
New +$200K 0.01% 1077

Other funds holding DOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Wedbush Securities's DOC Position: Q2 2023 in Review

Wedbush Securities sold out of PHYSICIANS REALTY TRUST (DOC) in Q2 2023, closing a stake of 14,128 shares — an estimated $211K sold.

Wedbush Securities first reported a position in DOC in Q3 2021 and held it in 3 quarters. The position peaked at $211K in Q1 2023. 352 funds tracked by Wall St. Rank hold DOC as of Q2 2023.

  • Wedbush Securities reported no remaining PHYSICIANS REALTY TRUST position as of Q2 2023 after selling out during the quarter.
  • Wedbush Securities sold 14,128 PHYSICIANS REALTY TRUST shares in Q2 2023, an estimated $211K.
  • Wedbush Securities first reported a position in PHYSICIANS REALTY TRUST in Q3 2021 and held it in 3 quarters.
  • Wedbush Securities's PHYSICIANS REALTY TRUST position peaked at $211K in Q1 2023.
  • 352 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q2 2023.

Based on Wedbush Securities's 13F filing for Q2 2023, filed 14 Aug 2023.