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DOC

PHYSICIANS REALTY TRUST

Delisted

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

264 hedge funds and large institutions have $2.88B invested in PHYSICIANS REALTY TRUST in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 103 increasing their positions, 81 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 81

22% more call options, than puts

Call options by funds: $1.63M | Put options by funds: $1.33M

7% more capital invested

Capital invested by funds: $2.7B → $2.88B (+$184M)

3% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 34

0% more funds holding

Funds holding: 263264 (+1)

Holders
264
Holders Change
+1
Holders Change %
+0.38%
% of All Funds
6.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
103
Reduced
81
Closed
34
Calls
$1.63M
Puts
$1.33M
Net Calls
+$297K
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
226
Thompson Siegel & Walmsley
Virginia
$30K
ClearBridge Investments
227
ClearBridge Investments
New York
$29K
BCM
228
Brasada Capital Management
Texas
$27K
Parallax Volatility Advisers
229
Parallax Volatility Advisers
California
$24K -$54.4K -3,284 -70%
CGT
230
Capital Guardian Trust
California
$22K +$21.8K +1,316 New
FHB
231
First Hawaiian Bank
Hawaii
$22K +$22.1K +1,332 New
QCIG
232
Quad-Cities Investment Group
Iowa
$19K
PA
233
Parallel Advisors
California
$18K +$3.51K +212 +25%
SIA
234
SeaBridge Investment Advisors
New Jersey
$17K
KF
235
Krilogy Financial
Missouri
$17K +$16.8K +1,012 New
CBT
236
Capital Bank & Trust
California
$16K +$16K +968 New
PCG
237
Private Capital Group
Connecticut
$15K -$3.05K -184 -17%
TC
238
Truvestments Capital
Florida
$13K +$12.6K +758 New
Bessemer Group
239
Bessemer Group
New Jersey
$12K +$11.5K +693 New
JCM
240
Jacobi Capital Management
Pennsylvania
$11K +$149 +9 +1%
AssetMark Inc
241
AssetMark Inc
California
$10K -$265 -16 -3%
BWM
242
BerganKDV Wealth Management
Minnesota
$10K
LF
243
Lee Financial
Texas
$9K -$13.9K -839 -61%
SIAS
244
Shine Investment Advisory Services
Colorado
$8K -$8.16K -492 Closed
SIS
245
Sound Income Strategies
Florida
$8K
TCOV
246
Trust Company of Vermont
Vermont
$8K
PCM
247
Prelude Capital Management
New York
$8K +$7.48K +451 New
AF
248
Advisornet Financial
Minnesota
$8K +$7.53K +454 New
BL
249
Balentine LLC
Georgia
$7K +$6.57K +396 New
LFA
250
Legacy Financial Advisors
Kentucky
$7K +$7.29K +440 New

DOC Hedge Fund Activity: Q3 2018 in Review

264 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q3 2018, worth a combined $2.88B — up 6.8% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DOC positions and 34 closed out — a net gain of 1 holder — while 103 added to existing stakes and 81 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $122M. The largest seller was Cohen & Steers, cutting an estimated $165M.

  • 264 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q3 2018, up from 263 in Q2 2018.
  • Funds reported $2.88B of PHYSICIANS REALTY TRUST stock for Q3 2018, up 6.8% quarter-over-quarter.
  • 35 funds opened new PHYSICIANS REALTY TRUST positions in Q3 2018 and 34 closed out, a net change of +1 holder.
  • The largest PHYSICIANS REALTY TRUST buyer in Q3 2018 was Wellington Management Group, an estimated $122M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q3 2018 was Cohen & Steers, an estimated $165M sold.

Based on aggregated 13F filings for Q3 2018.