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DOC

PHYSICIANS REALTY TRUST

Delisted

DOC was delisted on the 29th of February, 2024.

239 hedge funds and large institutions have $3B invested in PHYSICIANS REALTY TRUST in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 116 increasing their positions, 61 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 61

1% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $1.04M

7% less funds holding

Funds holding: 258239 (-19)

12% less capital invested

Capital invested by funds: $3.41B → $3B (-$406M)

32% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 44

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
239
Holders Change
-19
Holders Change %
-7.36%
% of All Funds
5.96%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
116
Reduced
61
Closed
44
Calls
$1.02M
Puts
$1.04M
Net Calls
-$15K
Net Calls Change
-$148K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
226
Wealthspire Advisors (Maryland)
Maryland
$11K +$3.69K +200 +45%
LF
227
Lee Financial
Texas
$10K
HR
228
Howe & Rusling
New York
$9K
SIAS
229
Shine Investment Advisory Services
Colorado
$9K
TCOV
230
Trust Company of Vermont
Vermont
$9K
AIL
231
AGF Investments LLC
Ontario, Canada
$9K +$997 +54 +12%
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$8K +$8.27K +448 New
SBL
233
Sargent Bickham Lagudis
Colorado
$7K +$6.92K +375 New
CHP
234
Cable Hill Partners
Oregon
$6K -$388 -21 -5%
EWM
235
Edge Wealth Management
New York
$5K
GRP
236
Global Retirement Partners
California
$5K +$55 +3 +1%
DBT
237
Dubuque Bank & Trust
Iowa
$4K -$5.81K -315 -55%
GT
238
Glenmede Trust
Pennsylvania
$3K
WEC
239
Winslow Evans & Crocker
Massachusetts
$2.22K +$18 +1 +0.8%
Walleye Trading
240
Walleye Trading
New York
$242 -$20.4K -1,108 -8%
CIMLRA
241
CBRE Investment Management Listed Real Assets
Pennsylvania
-$46.7M -2,318,836 Closed
American Century Companies
242
American Century Companies
Missouri
-$42.6M -2,115,057 Closed
UOC
243
UBS O'Connor
Illinois
-$21.1M -1,045,532 Closed
MWNA
244
Marshall Wace North America
New York
-$18.2M -911,649 Closed
Allianz Asset Management
245
Allianz Asset Management
Germany
-$12.8M -636,218 Closed
CRIM
246
Castle Ridge Investment Management
Connecticut
-$10.7M -532,000 Closed
CM
247
Castleark Management
Illinois
-$8.2M -407,145 Closed
DCM
248
Driehaus Capital Management
Illinois
-$6.57M -326,324 Closed
MIM
249
Monashee Investment Management
Massachusetts
-$6.04M -300,000 Closed
OA
250
Omega Advisors
New York
-$6.04M -300,000 Closed

DOC Hedge Fund Activity: Q3 2017 in Review

239 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q3 2017, worth a combined $3B — down 12% from $3.41B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of DOC and 30 opened new positions — a net loss of 14 holders — while 61 trimmed existing stakes and 116 added.

The largest buyer was Nuveen, adding an estimated $42.4M. The largest seller was Millennium Management, cutting an estimated $61.4M.

  • 239 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q3 2017, down from 258 in Q2 2017.
  • Funds reported $3B of PHYSICIANS REALTY TRUST stock for Q3 2017, down 12% quarter-over-quarter.
  • 30 funds opened new PHYSICIANS REALTY TRUST positions in Q3 2017 and 44 closed out, a net change of -14 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q3 2017 was Nuveen, an estimated $42.4M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q3 2017 was Millennium Management, an estimated $61.4M sold.

Based on aggregated 13F filings for Q3 2017.