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DOC

PHYSICIANS REALTY TRUST

Delisted

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

347 hedge funds and large institutions have $2.85B invested in PHYSICIANS REALTY TRUST in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 106 increasing their positions, 137 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $712K

3% more capital invested

Capital invested by funds: $2.75B → $2.85B (+$92.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 361347 (-14)

11% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 62

23% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 137

Holders
347
Holders Change
-14
Holders Change %
-3.88%
% of All Funds
5.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
55
Increased
106
Reduced
137
Closed
62
Calls
$1.81M
Puts
$712K
Net Calls
+$1.1M
Net Calls Change
+$657K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
226
US Bancorp
Minnesota
$288K +$143K +12,034 +126%
JIR
227
James Investment Research
Ohio
$281K
EGM
228
Engineers Gate Manager
New York
$281K -$27.8K -2,341 -10%
MLICM
229
Metropolitan Life Insurance Company (MetLife)
New York
$280K -$249 -21 -0.1%
BHCM
230
Brevan Howard Capital Management
Jersey
$272K +$243K +20,442 New
SFA
231
Sequoia Financial Advisors
Ohio
$268K +$239K +20,153 New
SAM
232
Securian Asset Management
Minnesota
$267K -$1.19K -100 -0.5%
Baird Financial Group
233
Baird Financial Group
Wisconsin
$267K -$8.5M -715,791 -97%
LCGC
234
Legacy Capital Group California
California
$266K -$891 -75 -0.4%
Cerity Partners
235
Cerity Partners
New York
$265K +$237K +19,912 New
CIM
236
CIM Investment Management
Pennsylvania
$258K
SIMG
237
Sonora Investment Management Group
Arizona
$250K -$17.4K -1,465 -7%
OA
238
Oxbow Advisors
Texas
$250K -$4.06M -341,968 -95%
USAA
239
United Services Automobile Association
Texas
$247K
VFA
240
Valeo Financial Advisors
Indiana
$246K
TI
241
Truepoint Inc
Ohio
$241K +$215K +18,100 New
CAS
242
Coppell Advisory Solutions
Texas
$232K +$45.8K +3,853 +28%
Rockefeller Capital Management
243
Rockefeller Capital Management
New York
$227K -$95K -7,998 -32%
HIP
244
HUB Investment Partners
Texas
$225K +$200K +16,868 New
CIM
245
Corbyn Investment Management
Maryland
$221K
DEA
246
DoubleLine ETF Adviser
Florida
$218K +$195K +16,409 New
MML Investors Services
247
MML Investors Services
Massachusetts
$209K -$314K -26,425 -63%
NPFS
248
Novak & Powell Financial Services
Florida
$206K +$184K +15,487 New
WA
249
Waddell & Associates
Tennessee
$206K -$30K -2,525 -14%
RFC
250
Regions Financial Corp
Alabama
$198K -$6.67K -562 -4%

DOC Hedge Fund Activity: Q4 2023 in Review

347 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q4 2023, worth a combined $2.85B — up 3.4% from $2.75B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of DOC and 55 opened new positions — a net loss of 7 holders — while 137 trimmed existing stakes and 106 added.

The largest buyer was BlackRock, adding an estimated $35.9M. The largest seller was AllianceBernstein, cutting an estimated $87.1M.

  • 347 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q4 2023, down from 361 in Q3 2023.
  • Funds reported $2.85B of PHYSICIANS REALTY TRUST stock for Q4 2023, up 3.4% quarter-over-quarter.
  • 55 funds opened new PHYSICIANS REALTY TRUST positions in Q4 2023 and 62 closed out, a net change of -7 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q4 2023 was BlackRock, an estimated $35.9M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q4 2023 was AllianceBernstein, an estimated $87.1M sold.

Based on aggregated 13F filings for Q4 2023.