DOC

PHYSICIANS REALTY TRUST
DOC

Overview Fund Activity
Delisted

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

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351 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, 160 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
-8
Holders Change %
-2.23%
% of All Funds
5.54%
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
160
Reduced
104
Closed
33
Calls
$4.93M
Puts
$878K
Net Calls
+$4.05M
Net Calls Change
-$753K

Top Buyers

1
BlackRock
BlackRock
New York
$564M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$128M
3
Macquarie Group
Macquarie Group
Australia
$76.4M
4
State Street
State Street
Massachusetts
$175M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$74.7M

Top Sellers

1
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$25.8M
2
PCM
Peregrine Capital Management
Minnesota
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$40.7M
4
Goldman Sachs
Goldman Sachs
New York
$62.8M
5
WBC
Westpac Banking Corp
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
251
Coppell Advisory Solutions
Texas
$219K +$29.6K +2,114 +16%
FA
252
Financial Alternatives
California
$217K -$61K -4,360 -22%
KWM
253
Keebeck Wealth Management
Illinois
$213K +$406 +29 +0.2%
US Bancorp
254
US Bancorp
Minnesota
$209K +$53.7K +3,836 +35%
Mackenzie Financial
255
Mackenzie Financial
Ontario, Canada
$207K +$877 +63 +0.4%
USAA
256
United Services Automobile Association
Texas
$206K +$9.46K +676 +5%
SOAMC
257
Spirit of America Management Corp
New York
$201K -$56K -4,000 -22%
Neuberger Berman Group
258
Neuberger Berman Group
New York
$198K -$28.1K -2,012 -12%
HAIM
259
Hunter Associates Investment Management
Pennsylvania
$196K -$14K -1,000 -7%
DC
260
Destiny Capital
Colorado
$196K – – –
NSEDCP
261
NJ State Employees Deferred Compensation Plan
New Jersey
$196K – – –
FNT
262
First National Trust
Pennsylvania
$195K – – –
COI
263
Connable Office Inc
Michigan
$186K +$44.1K +3,151 +31%
1CM
264
1492 Capital Management
Wisconsin
$184K – – –
VI
265
Versor Investments
New York
$183K +$183K +13,100 New
IAS
266
Insigneo Advisory Services
Florida
$182K – – –
AWA
267
Arete Wealth Advisors
Illinois
$182K -$25.2K -1,798 -12%
JWM
268
Jeppson Wealth Management
California
$176K +$176K +12,615 New
Squarepoint
269
Squarepoint
New York
$168K +$168K +12,023 New
PA
270
Profund Advisors
Maryland
$167K -$9.64K -689 -5%
WAM
271
Weiss Asset Management
Massachusetts
$163K +$163K +11,676 New
DT
272
Diversified Trust
Tennessee
$163K +$9.05K +647 +6%
SCM
273
Shelton Capital Management
Colorado
$161K – – –
NB
274
Norinchukin Bank
Japan
$156K +$4.11K +294 +3%
Creative Planning
275
Creative Planning
Kansas
$156K +$155K +11,085 +16,065%
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