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DOC

PHYSICIANS REALTY TRUST

Delisted

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

352 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, 161 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

462% more call options, than puts

Call options by funds: $4.93M | Put options by funds: $878K

55% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 104

2% less funds holding

Funds holding: 360352 (-8)

6% less capital invested

Capital invested by funds: $3.41B → $3.22B (-$191M)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
352
Holders Change
-8
Holders Change %
-2.22%
% of All Funds
5.53%
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
161
Reduced
104
Closed
33
Calls
$4.93M
Puts
$878K
Net Calls
+$4.05M
Net Calls Change
-$753K
Name Holding Trade Value Shares
Change
Change in
Stake
I
251
InceptionR
California
$221K +$228K +16,052 New
CAS
252
Coppell Advisory Solutions
Texas
$219K +$30K +2,114 +16%
FA
253
Financial Alternatives
California
$217K -$61.9K -4,360 -22%
KWM
254
Keebeck Wealth Management
Illinois
$213K +$412 +29 +0.2%
US Bancorp
255
US Bancorp
Minnesota
$209K +$54.5K +3,836 +35%
Mackenzie Financial
256
Mackenzie Financial
Ontario, Canada
$207K +$895 +63 +0.4%
USAA
257
United Services Automobile Association
Texas
$206K +$9.61K +676 +5%
SOAMC
258
Spirit of America Management Corp
New York
$201K -$56.8K -4,000 -22%
Neuberger Berman Group
259
Neuberger Berman Group
New York
$198K -$28.6K -2,012 -12%
HAIM
260
Hunter Associates Investment Management
Pennsylvania
$196K -$14.2K -1,000 -7%
DC
261
Destiny Capital
Colorado
$196K
NSEDCP
262
NJ State Employees Deferred Compensation Plan
New Jersey
$196K
FNT
263
First National Trust
Pennsylvania
$195K
COI
264
Connable Office Inc
Michigan
$186K +$44.8K +3,151 +31%
1CM
265
1492 Capital Management
Wisconsin
$184K
VI
266
Versor Investments
New York
$183K +$186K +13,100 New
IAS
267
Insigneo Advisory Services
Florida
$182K
AWA
268
Arete Wealth Advisors
Illinois
$182K -$25.5K -1,798 -12%
JWM
269
Jeppson Wealth Management
California
$176K +$179K +12,615 New
Squarepoint
270
Squarepoint
New York
$168K +$171K +12,023 New
PA
271
Profund Advisors
Maryland
$167K -$9.79K -689 -5%
WAM
272
Weiss Asset Management
Massachusetts
$163K +$166K +11,676 New
DT
273
Diversified Trust
Tennessee
$163K +$9.19K +647 +6%
SCM
274
Shelton Capital Management
Colorado
$161K
NB
275
Norinchukin Bank
Japan
$156K +$4.18K +294 +3%

DOC Hedge Fund Activity: Q2 2023 in Review

352 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q2 2023, worth a combined $3.22B — down 5.6% from $3.41B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of DOC and 29 opened new positions — a net loss of 4 holders — while 104 trimmed existing stakes and 161 added.

The largest buyer was BlackRock, adding an estimated $21.5M. The largest seller was Van Lanschot Kempen Investment Management, cutting an estimated $11.1M.

  • 352 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q2 2023, down from 360 in Q1 2023.
  • Funds reported $3.22B of PHYSICIANS REALTY TRUST stock for Q2 2023, down 5.6% quarter-over-quarter.
  • 29 funds opened new PHYSICIANS REALTY TRUST positions in Q2 2023 and 33 closed out, a net change of -4 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q2 2023 was BlackRock, an estimated $21.5M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q2 2023 was Van Lanschot Kempen Investment Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2023.