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DOC

PHYSICIANS REALTY TRUST

Delisted

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

352 hedge funds and large institutions have $3.22B invested in PHYSICIANS REALTY TRUST in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 161 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

462% more call options, than puts

Call options by funds: $4.93M | Put options by funds: $878K

55% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 104

2% less funds holding

Funds holding: 360352 (-8)

6% less capital invested

Capital invested by funds: $3.41B → $3.22B (-$191M)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
352
Holders Change
-8
Holders Change %
-2.22%
% of All Funds
5.53%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
29
Increased
161
Reduced
104
Closed
33
Calls
$4.93M
Puts
$878K
Net Calls
+$4.05M
Net Calls Change
-$753K
Name Holding Trade Value Shares
Change
Change in
Stake
CW
226
Connectus Wealth
Ohio
$308K
Cerity Partners
227
Cerity Partners
New York
$307K +$22.6K +1,591 +8%
PAS
228
Park Avenue Securities
New York
$300K +$32K +2,252 +12%
SIMG
229
Sonora Investment Management Group
Arizona
$298K -$19.9K -1,400 -6%
SAM
230
Securian Asset Management
Minnesota
$297K +$6.38K +449 +2%
JIR
231
James Investment Research
Ohio
$296K
CCA
232
Column Capital Advisors
Indiana
$292K
MNBTD
233
Moody National Bank Trust Division
Texas
$292K
MLICM
234
Metropolitan Life Insurance Company (MetLife)
New York
$284K +$14.6K +1,027 +5%
Rockefeller Capital Management
235
Rockefeller Capital Management
New York
$281K +$86.7K +6,104 +44%
LCGC
236
Legacy Capital Group California
California
$278K +$6.46K +455 +2%
CIM
237
CIM Investment Management
Pennsylvania
$271K
Citadel Advisors
238
Citadel Advisors
Florida
$266K -$1.28M -90,306 -83%
VFA
239
Valeo Financial Advisors
Indiana
$261K +$2.6K +183 +1%
GEM
240
Global Endowment Management
North Carolina
$255K +$2.39K +168 +0.9%
CIM
241
Cambria Investment Management
California
$254K +$258K +18,126 New
WA
242
Waddell & Associates
Tennessee
$252K -$80.5K -5,665 -24%
BRWA
243
B. Riley Wealth Advisors
Florida
$250K -$3.67K -258 -1%
HF
244
HRT Financial
New York
$242K +$246K +17,331 New
RFC
245
Regions Financial Corp
Alabama
$236K -$3.87K -272 -2%
MM
246
MQS Management
New York
$233K +$237K +16,688 New
CIM
247
Corbyn Investment Management
Maryland
$233K -$14.6K -1,024 -6%
WA
248
WealthTrust Axiom
Pennsylvania
$226K
Wolverine Trading
249
Wolverine Trading
Illinois
$225K +$42.6K +2,996 +23%
VPIM
250
Vanguard Personalized Indexing Management
California
$222K -$188K -13,209 -45%

DOC Hedge Fund Activity: Q2 2023 in Review

352 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q2 2023, worth a combined $3.22B — down 5.6% from $3.41B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of DOC and 29 opened new positions — a net loss of 4 holders — while 104 trimmed existing stakes and 161 added.

The largest buyer was BlackRock, adding an estimated $21.5M. The largest seller was Van Lanschot Kempen Investment Management, cutting an estimated $11.1M.

  • 352 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q2 2023, down from 360 in Q1 2023.
  • Funds reported $3.22B of PHYSICIANS REALTY TRUST stock for Q2 2023, down 5.6% quarter-over-quarter.
  • 29 funds opened new PHYSICIANS REALTY TRUST positions in Q2 2023 and 33 closed out, a net change of -4 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q2 2023 was BlackRock, an estimated $21.5M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q2 2023 was Van Lanschot Kempen Investment Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2023.