WA
DOC

WFG Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History

WFG 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
2017
Q2 		$7K Buy
327
+243
+289% +$4.93K ﹤0.01% 1234
2017
Q1 		$2K Sell
84
-253
-75% -$4.83K ﹤0.01% 1374
2016
Q4 		$6K Buy
+337
New +$6.38K ﹤0.01% 1249

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WFG Advisors's DOC Position: Q2 2017 in Review

WFG Advisors increased its PHYSICIANS REALTY TRUST (DOC) stake by 289% in Q2 2017, buying an estimated $4.93K and bringing the position to 327 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

WFG Advisors first reported a position in DOC in Q4 2016 and has held it in 3 quarters since. 258 funds tracked by Wall St. Rank hold DOC as of Q2 2017.

  • WFG Advisors held 327 shares of PHYSICIANS REALTY TRUST worth $7K as of Q2 2017.
  • WFG Advisors bought 243 PHYSICIANS REALTY TRUST shares in Q2 2017, an estimated $4.93K.
  • PHYSICIANS REALTY TRUST made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1234 holding.
  • WFG Advisors first reported a position in PHYSICIANS REALTY TRUST in Q4 2016 and has held it in 3 quarters since.
  • 258 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.