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DOC

PHYSICIANS REALTY TRUST
DOC

Delisted

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

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357 hedge funds and large institutions have $3.28B invested in PHYSICIANS REALTY TRUST in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 143 increasing their positions, 118 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more call options, than puts

Call options by funds: $2.57M | Put options by funds: $906K

28% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 40

21% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 118

3% more capital invested

Capital invested by funds: $3.18B → $3.28B (+$99.6M)

1% more funds holding

Funds holding: 355 → 357 (+2)

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
357
Holders Change
+2
Holders Change %
+0.56%
% of All Funds
5.74%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
51
Increased
143
Reduced
118
Closed
40
Calls
$2.57M
Puts
$906K
Net Calls
+$1.67M
Net Calls Change
-$799K

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$35.1M
2
American Century Companies
American Century Companies
Missouri
+$22.4M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$17.8M
4
ACM
AEW Capital Management
Massachusetts
+$10M
5
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
+$9.57M

Top Sellers

1
HRES
Heitman Real Estate Securities
Illinois
-$36.6M
2
Millennium Management
Millennium Management
New York
-$17.9M
3
GA
GRS Advisors
Illinois
-$17M
4
ClearBridge Investments
ClearBridge Investments
New York
-$11.8M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$9.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
251
Keebeck Wealth Management
Illinois
$220K -$210K -14,458 -49%
HAIM
252
Hunter Associates Investment Management
Pennsylvania
$215K – – –
DC
253
Destiny Capital
Colorado
$214K +$203K +14,000 New
Mackenzie Financial
254
Mackenzie Financial
Ontario, Canada
$214K -$10.5K -723 -5%
SIC
255
Samalin Investment Counsel
New York
$211K +$44.3K +3,047 +26%
NSEDCP
256
NJ State Employees Deferred Compensation Plan
New Jersey
$203K – – –
FNT
257
First National Trust
Pennsylvania
$201K – – –
LFAS
258
Level Four Advisory Services
Texas
$200K +$8.19K +564 +4%
ZCA
259
Zeke Capital Advisors
Pennsylvania
$198K +$25.7K +1,770 +15%
CAS
260
Coppell Advisory Solutions
Texas
$197K +$198K +13,610 New
CASC
261
Coppell Advisory Solutions Corp
Texas
$197K +$198K +13,610 New
US Bancorp
262
US Bancorp
Minnesota
$193K -$35.9K -2,470 -16%
Neuberger Berman Group
263
Neuberger Berman Group
New York
$192K -$3.02K -208 -2%
1CM
264
1492 Capital Management
Wisconsin
$190K -$3.43K -236 -2%
FC
265
FORA Capital
Florida
$188K +$189K +13,018 New
TSS
266
Two Sigma Securities
New York
$187K +$188K +12,957 New
IA
267
Inspire Advisors
Idaho
$186K +$186K +12,833 New
Cerity Partners
268
Cerity Partners
New York
$185K +$186K +12,775 New
Verition Fund Management
269
Verition Fund Management
Connecticut
$180K +$180K +12,407 New
Fidelity Investments
270
Fidelity Investments
Massachusetts
$178K -$1.35K -93 -0.7%
Mercer Global Advisors
271
Mercer Global Advisors
Colorado
$169K -$21.5K -1,479 -11%
CG
272
Colony Group
Massachusetts
$168K -$64.9K -4,470 -28%
SCM
273
Shelton Capital Management
Colorado
$166K – – –
DT
274
Diversified Trust
Tennessee
$159K -$2.56K -176 -2%
BAM
275
BOS Asset Management
Illinois
$158K +$158K +10,900 New
9 10
11
12 13

DOC Hedge Fund Activity: Q4 2022 in Review

357 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q4 2022, worth a combined $3.28B — up 3.1% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new DOC positions and 40 closed out — a net gain of 11 holders — while 143 added to existing stakes and 118 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $35.1M. The largest seller was Heitman Real Estate Securities, exiting entirely with an estimated $36.6M sold.

  • 357 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q4 2022, up from 355 in Q3 2022.
  • Funds reported $3.28B of PHYSICIANS REALTY TRUST stock for Q4 2022, up 3.1% quarter-over-quarter.
  • 51 funds opened new PHYSICIANS REALTY TRUST positions in Q4 2022 and 40 closed out, a net change of +11 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q4 2022 was Marshall Wace, an estimated $35.1M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q4 2022 was Heitman Real Estate Securities, an estimated $36.6M sold.

Based on aggregated 13F filings for Q4 2022.