DOC

PHYSICIANS REALTY TRUST
DOC

Overview Fund Activity
Delisted

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

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250 hedge funds and large institutions have $2.6B invested in PHYSICIANS REALTY TRUST in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 86 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
-8
Holders Change %
-3.1%
% of All Funds
5.74%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
98
Reduced
86
Closed
39
Calls
$520K
Puts
$1.68M
Net Calls
-$1.16M
Net Calls Change
-$386K

Top Buyers

1
PI
PGGM Investments
Netherlands
$98.6M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$56.5M
3
UIC
Uniplan Investment Counsel
Wisconsin
$14.1M
4
Wells Fargo
Wells Fargo
California
$45.3M
5
Citadel Advisors
Citadel Advisors
Florida
$35.8M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
$0
2
Prudential Financial
Prudential Financial
New Jersey
$277K
3
Neuberger Berman Group
Neuberger Berman Group
New York
$728K
4
Vanguard Group
Vanguard Group
Pennsylvania
$419M
5
CC
Carlson Capital
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
226
Nisa Investment Advisors
Missouri
$14K -$80.5K -5,350 -85%
WIM
227
Westside Investment Management
California
$13.5K +$13.5K +900 New
MGIA
228
Moneta Group Investment Advisors
Missouri
$13K +$13K +835 New
ASN
229
Advisory Services Network
Georgia
$11K – – –
ST
230
Smithfield Trust
Pennsylvania
$11K +$11K +694 New
WAM
231
Wealthspire Advisors (Maryland)
Maryland
$10K – – –
LF
232
Lee Financial
Texas
$10K +$1.99K +134 +25%
JCM
233
Jacobi Capital Management
Pennsylvania
$9K +$130 +9 +1%
TCOV
234
Trust Company of Vermont
Vermont
$8K – – –
HR
235
Howe & Rusling
New York
$8K – – –
SIAS
236
Shine Investment Advisory Services
Colorado
$8K -$9K – –
AIL
237
AGF Investments LLC
Ontario, Canada
$8K +$76 +5 +1%
AssetMark Inc
238
AssetMark Inc
California
$8K +$3.01K +200 +60%
GI
239
Gradient Investments
Minnesota
$5K -$2.45K -147 -33%
EWM
240
Edge Wealth Management
New York
$5K – – –
PA
241
Parallel Advisors
California
$5K +$977 +60 +24%
FRA
242
Front Row Advisors
California
$5K +$3.88K +262 +345%
TDC
243
Thompson Davis & Co
Virginia
$4K -$8.48K -530 -68%
GRP
244
Global Retirement Partners
California
$4K – – –
GT
245
Glenmede Trust
Pennsylvania
$3K – – –
ACS
246
Archford Capital Strategies
Illinois
$3K +$3K +185 New
IFAM
247
Institutional & Family Asset Management
Colorado
$2K +$2K +130 New
CHP
248
Cable Hill Partners
Oregon
$1K – – –
LA
249
Legacy Advisors
Pennsylvania
$1K +$1K +62 New
BBHC
250
Brown Brothers Harriman & Co
New York
$1K +$1K +66 New
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