WA
DOC

WESPAC Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

WESPAC Advisors’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
2020
Q4 		– Sell
-58,473
Closed -$1.05M – 163
2020
Q3 		$1.05M Sell
58,473
-5,627
-9% -$100K 1.3% 30
2020
Q2 		$1.12M Sell
64,100
-734
-1% -$12K 1.27% 27
2020
Q1 		$904K Buy
+64,834
New +$1.19M 2.17% 17
2015
Q2 		– Sell
-53,750
Closed -$947K – 137
2015
Q1 		$947K Buy
53,750
+963
+2% +$16.3K 0.72% 57
2014
Q4 		$876K Buy
+52,787
New +$806K 0.61% 59

Other funds holding DOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WESPAC Advisors's DOC Position: Q4 2020 in Review

WESPAC Advisors sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2020, closing a stake of 58,473 shares — an estimated $1.05M sold.

WESPAC Advisors first reported a position in DOC in Q4 2014 and held it in 5 quarters. The position peaked at $1.12M in Q2 2020. 347 funds tracked by Wall St. Rank hold DOC as of Q4 2020.

  • WESPAC Advisors reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2020 after selling out during the quarter.
  • WESPAC Advisors sold 58,473 PHYSICIANS REALTY TRUST shares in Q4 2020, an estimated $1.05M.
  • WESPAC Advisors first reported a position in PHYSICIANS REALTY TRUST in Q4 2014 and held it in 5 quarters.
  • WESPAC Advisors's PHYSICIANS REALTY TRUST position peaked at $1.12M in Q2 2020.
  • 347 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2020.

Based on WESPAC Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.