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DOC

PHYSICIANS REALTY TRUST

Delisted

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

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

14% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 86

3% less funds holding

Funds holding: 258250 (-8)

15% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 39

16% less capital invested

Capital invested by funds: $3.07B → $2.6B (-$478M)

69% less call options, than puts

Call options by funds: $520K | Put options by funds: $1.68M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
250
Holders Change
-8
Holders Change %
-3.1%
% of All Funds
5.73%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
226
Nisa Investment Advisors
Missouri
$14K -$83.9K -5,350 -85%
WIM
227
Westside Investment Management
California
$13.5K +$14.1K +900 New
MGIA
228
Moneta Group Investment Advisors
Missouri
$13K +$13.1K +835 New
ASN
229
Advisory Services Network
Georgia
$11K
ST
230
Smithfield Trust
Pennsylvania
$11K +$10.9K +694 New
WAM
231
Wealthspire Advisors (Maryland)
Maryland
$10K
LF
232
Lee Financial
Texas
$10K +$2.1K +134 +25%
JCM
233
Jacobi Capital Management
Pennsylvania
$9K +$141 +9 +1%
HR
234
Howe & Rusling
New York
$8K
SIAS
235
Shine Investment Advisory Services
Colorado
$8K
TCOV
236
Trust Company of Vermont
Vermont
$8K
AIL
237
AGF Investments LLC
Ontario, Canada
$8K +$78 +5 +1%
AssetMark Inc
238
AssetMark Inc
California
$8K +$3.14K +200 +60%
GI
239
Gradient Investments
Minnesota
$5K -$2.31K -147 -33%
EWM
240
Edge Wealth Management
New York
$5K
PA
241
Parallel Advisors
California
$5K +$941 +60 +24%
FRA
242
Front Row Advisors
California
$5K +$4.11K +262 +345%
TDC
243
Thompson Davis & Co
Virginia
$4K -$8.31K -530 -68%
GRP
244
Global Retirement Partners
California
$4K
GT
245
Glenmede Trust
Pennsylvania
$3K
ACS
246
Archford Capital Strategies
Illinois
$3K +$2.9K +185 New
IFAM
247
Institutional & Family Asset Management
Colorado
$2K +$2.04K +130 New
CHP
248
Cable Hill Partners
Oregon
$1K
LA
249
Legacy Advisors
Pennsylvania
$1K +$972 +62 New
BBHC
250
Brown Brothers Harriman & Co
New York
$1K +$1.03K +66 New

DOC Hedge Fund Activity: Q1 2018 in Review

250 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q1 2018, worth a combined $2.6B — down 16% from $3.07B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of DOC and 33 opened new positions — a net loss of 6 holders — while 86 trimmed existing stakes and 98 added.

The largest buyer was PGGM Investments, adding an estimated $27.1M. The largest seller was Brookfield Corp, exiting entirely with an estimated $70.8M sold.

  • 250 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q1 2018, down from 258 in Q4 2017.
  • Funds reported $2.6B of PHYSICIANS REALTY TRUST stock for Q1 2018, down 16% quarter-over-quarter.
  • 33 funds opened new PHYSICIANS REALTY TRUST positions in Q1 2018 and 39 closed out, a net change of -6 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q1 2018 was PGGM Investments, an estimated $27.1M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q1 2018 was Brookfield Corp, an estimated $70.8M sold.

Based on aggregated 13F filings for Q1 2018.