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DOC

PHYSICIANS REALTY TRUST

Delisted

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

272 hedge funds and large institutions have $3.38B invested in PHYSICIANS REALTY TRUST in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 110 increasing their positions, 83 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more call options, than puts

Call options by funds: $2.58M | Put options by funds: $677K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 83

24% more capital invested

Capital invested by funds: $2.73B → $3.38B (+$649M)

23% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 31

3% more funds holding

Funds holding: 265272 (+7)

Holders
272
Holders Change
+7
Holders Change %
+2.64%
% of All Funds
5.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
38
Increased
110
Reduced
83
Closed
31
Calls
$2.58M
Puts
$677K
Net Calls
+$1.91M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
226
Cresset Asset Management
Illinois
$71K
BFEC
227
Benjamin F. Edwards & Company
Missouri
$66K
ASN
228
Advisory Services Network
Georgia
$59K +$10.7K +602 +24%
HFM
229
Harvest Fund Management
China
$55K +$5.34K +300 +12%
LC
230
Lindbrook Capital
California
$53K +$3.42K +192 +7%
UFF
231
USA Financial Formulas
Michigan
$50K +$47.7K +2,680 New
CAL
232
Capital Analysts LLC
Pennsylvania
$40K +$392 +22 +1%
Northwestern Mutual Wealth Management
233
Northwestern Mutual Wealth Management
Wisconsin
$39K +$4.45K +250 +14%
ClearBridge Investments
234
ClearBridge Investments
New York
$32K
WAM
235
Wealthspire Advisors (Maryland)
Maryland
$31K +$8.78K +493 +43%
MIM
236
Macroview Investment Management
Maryland
$27K -$36.1K -2,027 Closed
SEI Investments
237
SEI Investments
Pennsylvania
$26K +$24.8K +1,390 New
PCG
238
Private Capital Group
Connecticut
$23K +$15.4K +862 +230%
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$20K +$19.2K +1,076 New
HNB
240
Huntington National Bank
Ohio
$19K -$42.8K -2,401 -71%
PA
241
Parallel Advisors
California
$19K -$1.1K -62 -6%
TRCT
242
Tower Research Capital (TRC)
New York
$19K +$16K +900 +900%
OIA
243
Optimum Investment Advisors
Illinois
$19K +$17.8K +1,000 New
PI
244
PineBridge Investments
New York
$18K -$26.2K -1,470 -60%
1NWS
245
1 North Wealth Services
Maryland
$16K
TC
246
Truvestments Capital
Florida
$14K +$13.7K +768 New
FHB
247
First Hawaiian Bank
Hawaii
$13K
CFGS
248
Concourse Financial Group Securities
Alabama
$13K +$7.13K +400 +128%
BWM
249
BerganKDV Wealth Management
Minnesota
$12K
JCM
250
Jacobi Capital Management
Pennsylvania
$12K +$160 +9 +1%

DOC Hedge Fund Activity: Q1 2019 in Review

272 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q1 2019, worth a combined $3.38B — up 24% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DOC positions and 31 closed out — a net gain of 7 holders — while 110 added to existing stakes and 83 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $51.6M. The largest seller was Brookfield Corp, cutting an estimated $28M.

  • 272 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q1 2019, up from 265 in Q4 2018.
  • Funds reported $3.38B of PHYSICIANS REALTY TRUST stock for Q1 2019, up 24% quarter-over-quarter.
  • 38 funds opened new PHYSICIANS REALTY TRUST positions in Q1 2019 and 31 closed out, a net change of +7 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q1 2019 was Deutsche Bank, an estimated $51.6M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q1 2019 was Brookfield Corp, an estimated $28M sold.

Based on aggregated 13F filings for Q1 2019.