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DOC

PHYSICIANS REALTY TRUST

Delisted

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

258 hedge funds and large institutions have $3.07B invested in PHYSICIANS REALTY TRUST in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 85 increasing their positions, 90 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 22

8% more funds holding

Funds holding: 239258 (+19)

2% more capital invested

Capital invested by funds: $3B → $3.07B (+$72.5M)

6% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 90

58% less call options, than puts

Call options by funds: $565K | Put options by funds: $1.34M

Holders
258
Holders Change
+19
Holders Change %
+7.95%
% of All Funds
5.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
85
Reduced
90
Closed
22
Calls
$565K
Puts
$1.34M
Net Calls
-$771K
Net Calls Change
-$756K
Name Holding Trade Value Shares
Change
Change in
Stake
RPC
226
Rossmore Private Capital
Connecticut
$26.4K +$26.4K +1,470 New
BFEC
227
Benjamin F. Edwards & Company
Missouri
$22K
BL
228
Balentine LLC
Georgia
$21K
MOS
229
MGO One Seven
Ohio
$21K +$20.6K +1,148 New
SIA
230
SeaBridge Investment Advisors
New Jersey
$19K
KF
231
Krilogy Financial
Missouri
$18K
TCM
232
Tradewinds Capital Management
Washington
$18K +$17.9K +1,000 New
TDC
233
Thompson Davis & Co
Virginia
$14K +$3.23K +180 +30%
ClearBridge Investments
234
ClearBridge Investments
New York
$13K
CG
235
Cutler Group
California
$12K -$1.79K -100 -13%
ASN
236
Advisory Services Network
Georgia
$12K
WAM
237
Wealthspire Advisors (Maryland)
Maryland
$12K +$90 +5 +0.8%
JCM
238
Jacobi Capital Management
Pennsylvania
$11K
LF
239
Lee Financial
Texas
$10K
AIL
240
AGF Investments LLC
Ontario, Canada
$9K
HR
241
Howe & Rusling
New York
$9K
SIAS
242
Shine Investment Advisory Services
Colorado
$9K
TCOV
243
Trust Company of Vermont
Vermont
$9K
GI
244
Gradient Investments
Minnesota
$8K +$8.02K +447 New
CCM
245
Covington Capital Management
California
$7K
AssetMark Inc
246
AssetMark Inc
California
$6K -$143K -8,000 -96%
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$6K -$2.38K -133 -30%
DBT
248
Dubuque Bank & Trust
Iowa
$5K
EWM
249
Edge Wealth Management
New York
$5K
GRP
250
Global Retirement Partners
California
$5K +$54 +3 +1%

DOC Hedge Fund Activity: Q4 2017 in Review

258 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q4 2017, worth a combined $3.07B — up 2.4% from $3B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DOC positions and 22 closed out — a net gain of 20 holders — while 85 added to existing stakes and 90 trimmed.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $70.5M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $43.4M sold.

  • 258 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q4 2017, up from 239 in Q3 2017.
  • Funds reported $3.07B of PHYSICIANS REALTY TRUST stock for Q4 2017, up 2.4% quarter-over-quarter.
  • 42 funds opened new PHYSICIANS REALTY TRUST positions in Q4 2017 and 22 closed out, a net change of +20 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q4 2017 was Brookfield Corp, an estimated $70.5M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q4 2017 was Lord, Abbett & Co, an estimated $43.4M sold.

Based on aggregated 13F filings for Q4 2017.