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DOC

PHYSICIANS REALTY TRUST

Delisted

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

295 hedge funds and large institutions have $3.24B invested in PHYSICIANS REALTY TRUST in 2019 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 110 increasing their positions, 89 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 22

24% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 89

8% more funds holding

Funds holding: 274295 (+21)

7% more capital invested

Capital invested by funds: $3.04B → $3.24B (+$199M)

58% less call options, than puts

Call options by funds: $647K | Put options by funds: $1.56M

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
295
Holders Change
+21
Holders Change %
+7.66%
% of All Funds
5.81%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
46
Increased
110
Reduced
89
Closed
22
Calls
$647K
Puts
$1.56M
Net Calls
-$911K
Net Calls Change
+$105K
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
251
Private Capital Group
Connecticut
$19K
WAP
252
Wealthcare Advisory Partners
Pennsylvania
$19K +$18.6K +1,015 New
WB
253
Webster Bank
Connecticut
$19K +$18.8K +1,027 New
TI
254
tru Independence
Oregon
$19K +$25.4K +1,385 New
ClearBridge Investments
255
ClearBridge Investments
New York
$18K
PA
256
Parallel Advisors
California
$17K +$37 +2 +0.2%
1NWS
257
1 North Wealth Services
Maryland
$16K
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$15K -$825 -45 -5%
JCM
259
Jacobi Capital Management
Pennsylvania
$13K +$147 +8 +1%
BWM
260
BerganKDV Wealth Management
Minnesota
$12K +$147 +8 +1%
LF
261
Lee Financial
Texas
$10K
AF
262
Advisornet Financial
Minnesota
$9K
SIAS
263
Shine Investment Advisory Services
Colorado
$9K
TCOV
264
Trust Company of Vermont
Vermont
$9K
BCA
265
Berman Capital Advisors
Georgia
$9K +$6.44K +351 +188%
FANJ
266
Financial Architects (New Jersey)
New Jersey
$8K
EWM
267
Edge Wealth Management
New York
$6K
FRA
268
Front Row Advisors
California
$6K
RBC
269
Roble Belko & Company
Pennsylvania
$6K
JSC
270
Jackson Square Capital
California
$6K +$5.72K +312 New
OC
271
Oakworth Capital
Alabama
$4K
CFGS
272
Concourse Financial Group Securities
Alabama
$4K +$2.9K +158 +272%
AA
273
Advisory Alpha
Michigan
$3.92K +$37 +2 +1%
TRCT
274
Tower Research Capital (TRC)
New York
$3K -$31.3K -1,704 -90%
LWA
275
Lenox Wealth Advisors
New York
$3K

DOC Hedge Fund Activity: Q4 2019 in Review

295 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q4 2019, worth a combined $3.24B — up 6.5% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new DOC positions and 22 closed out — a net gain of 24 holders — while 110 added to existing stakes and 89 trimmed.

The largest buyer was Nuveen, adding an estimated $51.3M. The largest seller was Principal Financial Group, cutting an estimated $102M.

  • 295 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q4 2019, up from 274 in Q3 2019.
  • Funds reported $3.24B of PHYSICIANS REALTY TRUST stock for Q4 2019, up 6.5% quarter-over-quarter.
  • 46 funds opened new PHYSICIANS REALTY TRUST positions in Q4 2019 and 22 closed out, a net change of +24 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q4 2019 was Nuveen, an estimated $51.3M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q4 2019 was Principal Financial Group, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2019.