DOC

PHYSICIANS REALTY TRUST
DOC

Overview Fund Activity
Delisted

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

Back to rankings

360 hedge funds and large institutions have $2.75B invested in PHYSICIANS REALTY TRUST in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 127 increasing their positions, 142 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
5.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
38
Increased
127
Reduced
142
Closed
26
Calls
$1.44M
Puts
$997K
Net Calls
+$439K
Net Calls Change
-$3.62M

Top Buyers

1
CIC
Crawford Investment Counsel
Georgia
$24.7M
2
First Eagle Investment Management
First Eagle Investment Management
New York
$9.34M
3
PIWA
Prevail Innovative Wealth Advisors
Kansas
$2.81M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$67.8M
5
Morgan Stanley
Morgan Stanley
New York
$24.1M

Top Sellers

1
ACM
AEW Capital Management
Massachusetts
$475K
2
VCM
V3 Capital Management
Texas
$17M
3
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$14.5M
4
EIP
Epoch Investment Partners
New York
$6.51M
5
Barclays
Barclays
United Kingdom
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
251
B. Riley Wealth Advisors
Florida
$213K -$4.83K -396 -2%
CIM
252
Corbyn Investment Management
Maryland
$203K – – –
CAS
253
Coppell Advisory Solutions
Texas
$197K -$29.3K -2,022 -13%
WA
254
WealthTrust Axiom
Pennsylvania
$197K – – –
ECM
255
Evergreen Capital Management
Washington
$197K +$197K +16,137 New
JWM
256
Jeppson Wealth Management
California
$192K +$38.7K +3,174 +25%
Wolverine Trading
257
Wolverine Trading
Illinois
$191K -$5.22K -428 -3%
RFC
258
Regions Financial Corp
Alabama
$188K -$17.7K -1,451 -9%
Neuberger Berman Group
259
Neuberger Berman Group
New York
$180K +$8.32K +684 +5%
FA
260
Financial Alternatives
California
$178K -$11.1K -909 -6%
NSEDCP
261
NJ State Employees Deferred Compensation Plan
New Jersey
$171K – – –
DCS
262
Destiny Capital Securities
Colorado
$171K +$171K +14,000 New
HAIM
263
Hunter Associates Investment Management
Pennsylvania
$170K – – –
FNT
264
First National Trust
Pennsylvania
$170K – – –
Mackenzie Financial
265
Mackenzie Financial
Ontario, Canada
$170K -$503 -44 -0.3%
Cetera Investment Advisers
266
Cetera Investment Advisers
Illinois
$166K +$36.3K +2,979 +28%
SWA
267
Stratos Wealth Advisors
Ohio
$163K +$163K +13,355 New
COI
268
Connable Office Inc
Michigan
$162K – – –
IAS
269
Insigneo Advisory Services
Florida
$161K +$2.18K +179 +1%
OTL
270
Oak Thistle LLC
New York
$154K +$154K +12,638 New
DTL
271
Dynamic Technology Lab
Singapore
$153K +$153K +12,559 New
BF
272
Blankinship & Foster
California
$153K +$153K +12,526 New
AWA
273
Arete Wealth Advisors
Illinois
$152K -$6.1K -500 -4%
Verition Fund Management
274
Verition Fund Management
Connecticut
$152K +$152K +12,493 New
MGIM
275
M&G Investment Management
United Kingdom
$152K +$152K +12,663 New
9 10
11
12 13