WHG
DOC

Westwood Holdings Group’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Westwood Holdings Group’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
-406,734
Closed -$7.19M – 498
2021
Q1 		$7.19M Sell
406,734
-261,022
-39% -$4.63M 0.07% 226
2020
Q4 		$11.9M Sell
667,756
-1,191,749
-64% -$21.3M 0.14% 185
2020
Q3 		$33.3M Buy
1,859,505
+840,427
+82% +$15M 0.42% 66
2020
Q2 		$17.9M Buy
1,019,078
+33,964
+3% +$554K 0.24% 133
2020
Q1 		$13.7M Sell
985,114
-276,634
-22% -$5.08M 0.21% 147
2019
Q4 		$23.9M Sell
1,261,748
-17,569
-1% -$322K 0.26% 130
2019
Q3 		$22.7M Sell
1,279,317
-51,653
-4% -$897K 0.25% 132
2019
Q2 		$23.2M Sell
1,330,970
-31,514
-2% -$573K 0.25% 130
2019
Q1 		$25.6M Sell
1,362,484
-66,073
-5% -$1.18M 0.27% 122
2018
Q4 		$22.9M Sell
1,428,557
-409,429
-22% -$6.86M 0.26% 117
2018
Q3 		$31M Sell
1,837,986
-295,051
-14% -$4.89M 0.27% 110
2018
Q2 		$34M Buy
2,133,037
+242,740
+13% +$3.67M 0.29% 107
2018
Q1 		$29.4M Buy
1,890,297
+327,295
+21% +$5.13M 0.24% 123
2017
Q4 		$28.1M Buy
1,563,002
+2,199
+0.1% +$39.4K 0.21% 125
2017
Q3 		$27.7M Buy
1,560,803
+1,497,088
+2,350% +$27.6M 0.22% 124
2017
Q2 		$1.28M Buy
63,715
+16,810
+36% +$341K 0.01% 299
2017
Q1 		$932K Buy
+46,905
New +$896K 0.01% 312

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

Westwood Holdings Group's DOC Position: Q2 2021 in Review

Westwood Holdings Group sold out of PHYSICIANS REALTY TRUST (DOC) in Q2 2021, closing a stake of 406,734 shares — an estimated $7.19M sold.

Westwood Holdings Group first reported a position in DOC in Q1 2017 and held it in 17 quarters. The position peaked at $34M in Q2 2018. 339 funds tracked by Wall St. Rank hold DOC as of Q2 2021.

  • Westwood Holdings Group reported no remaining PHYSICIANS REALTY TRUST position as of Q2 2021 after selling out during the quarter.
  • Westwood Holdings Group sold 406,734 PHYSICIANS REALTY TRUST shares in Q2 2021, an estimated $7.19M.
  • Westwood Holdings Group first reported a position in PHYSICIANS REALTY TRUST in Q1 2017 and held it in 17 quarters.
  • Westwood Holdings Group's PHYSICIANS REALTY TRUST position peaked at $34M in Q2 2018.
  • 339 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q2 2021.

Based on Westwood Holdings Group's 13F filing for Q2 2021, filed 16 Aug 2021.