We are live on ! Find out more
DOC

PHYSICIANS REALTY TRUST

Delisted

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

274 hedge funds and large institutions have $3.04B invested in PHYSICIANS REALTY TRUST in 2019 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 90 increasing their positions, 96 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

33% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 27

3% more funds holding

Funds holding: 265274 (+9)

2% less capital invested

Capital invested by funds: $3.1B → $3.04B (-$59.4M)

6% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 96

53% less call options, than puts

Call options by funds: $892K | Put options by funds: $1.91M

Holders
274
Holders Change
+9
Holders Change %
+3.4%
% of All Funds
6.01%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
36
Increased
90
Reduced
96
Closed
27
Calls
$892K
Puts
$1.91M
Net Calls
-$1.02M
Net Calls Change
-$732K
Name Holding Trade Value Shares
Change
Change in
Stake
BL
251
Balentine LLC
Georgia
$6K -$1.39K -80 -19%
FRA
252
Front Row Advisors
California
$6K +$955 +55 +22%
EWM
253
Edge Wealth Management
New York
$5K
RBC
254
Roble Belko & Company
Pennsylvania
$5K
KWA
255
KCS Wealth Advisory
California
$4.24K +$4.15K +239 New
NICM
256
Neo Ivy Capital Management
New York
$4K -$617K -35,547 -99%
AIL
257
AGF Investments LLC
Ontario, Canada
$4K -$14.7K -848 -80%
OC
258
Oakworth Capital
Alabama
$4K
AA
259
Advisory Alpha
Michigan
$3.56K +$3.53K +203 New
BCA
260
Berman Capital Advisors
Georgia
$3K -$6.76K -389 -68%
APA
261
American Portfolios Advisors
New York
$2.56K +$2.5K +144 New
S
262
SignatureFD
Georgia
$2K -$1.11K -64 -40%
AssetMark Inc
263
AssetMark Inc
California
$2K
IFAM
264
Institutional & Family Asset Management
Colorado
$2K
LWA
265
Lenox Wealth Advisors
New York
$2K +$2.4K +138 New
CFGS
266
Concourse Financial Group Securities
Alabama
$1K -$9.69K -558 -91%
GWS
267
Glassman Wealth Services
Virginia
$1K
WT
268
Whittier Trust
California
$1K
Bessemer Group
269
Bessemer Group
New Jersey
$1K +$1.02K +59 New
TWA
270
TCI Wealth Advisors
Arizona
$1K +$1.02K +59 New
SFS
271
Sowell Financial Services
Arkansas
$1K +$1.2K +69 New
FDCDDQ
272
Federation des caisses Desjardins du Quebec
Quebec, Canada
$710 +$695 +40 New
ECM
273
EII Capital Management
New York
$256
GT
274
Glenmede Trust
Pennsylvania
$1
BC
275
Brookfield Corp
Ontario, Canada
-$163M -9,330,055 Closed

DOC Hedge Fund Activity: Q3 2019 in Review

274 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q3 2019, worth a combined $3.04B — down 1.9% from $3.1B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DOC positions and 27 closed out — a net gain of 9 holders — while 90 added to existing stakes and 96 trimmed.

The largest buyer was Channing Capital Management, opening a new position worth an estimated $41.2M. The largest seller was Brookfield Corp, exiting entirely with an estimated $163M sold.

  • 274 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q3 2019, up from 265 in Q2 2019.
  • Funds reported $3.04B of PHYSICIANS REALTY TRUST stock for Q3 2019, down 1.9% quarter-over-quarter.
  • 36 funds opened new PHYSICIANS REALTY TRUST positions in Q3 2019 and 27 closed out, a net change of +9 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q3 2019 was Channing Capital Management, an estimated $41.2M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q3 2019 was Brookfield Corp, an estimated $163M sold.

Based on aggregated 13F filings for Q3 2019.