Y-Intercept (HK)’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Y-Intercept (HK)’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 Q4	–	Sell	-80,495	Closed	-$981K	–	1745
2023 Q3	$981K	Buy	80,495 +40,599	+102%	+$561K	0.1%	319
2023 Q2	$558K	Buy	+39,896	New	+$567K	0.06%	520
2022 Q2	–	Sell	-12,063	Closed	-$212K	–	1301
2022 Q1	$212K	Sell	12,063 -6,617	-35%	-$116K	0.05%	597
2021 Q4	$352K	Buy	+18,680	New	+$344K	0.08%	348
2021 Q3	–	Sell	-10,407	Closed	-$192K	–	1012
2021 Q2	$192K	Buy	+10,407	New	+$194K	0.05%	539

Other funds holding DOC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Y-Intercept (HK)'s DOC Position: Q4 2023 in Review

Y-Intercept (HK) sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2023, closing a stake of 80,495 shares — an estimated $981K sold.

Y-Intercept (HK) first reported a position in DOC in Q2 2021 and held it in 5 quarters. The position peaked at $981K in Q3 2023. 347 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

Y-Intercept (HK) reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2023 after selling out during the quarter.
Y-Intercept (HK) sold 80,495 PHYSICIANS REALTY TRUST shares in Q4 2023, an estimated $981K.
Y-Intercept (HK) first reported a position in PHYSICIANS REALTY TRUST in Q2 2021 and held it in 5 quarters.
Y-Intercept (HK)'s PHYSICIANS REALTY TRUST position peaked at $981K in Q3 2023.
347 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2023.

Based on Y-Intercept (HK)'s 13F filing for Q4 2023, filed 13 Feb 2024.