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DOC

PHYSICIANS REALTY TRUST

Delisted

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

347 hedge funds and large institutions have $2.85B invested in PHYSICIANS REALTY TRUST in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 106 increasing their positions, 137 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $712K

3% more capital invested

Capital invested by funds: $2.75B → $2.85B (+$92.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 361347 (-14)

11% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 62

23% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 137

Holders
347
Holders Change
-14
Holders Change %
-3.88%
% of All Funds
5.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
55
Increased
106
Reduced
137
Closed
62
Calls
$1.81M
Puts
$712K
Net Calls
+$1.1M
Net Calls Change
+$657K
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
251
Mackenzie Financial
Ontario, Canada
$198K +$48 +4 +0%
WA
252
WealthTrust Axiom
Pennsylvania
$195K -$17.8K -1,500 -9%
BF
253
Blankinship & Foster
California
$190K +$21K +1,766 +14%
HAIM
254
Hunter Associates Investment Management
Pennsylvania
$187K
NSEDCP
255
NJ State Employees Deferred Compensation Plan
New Jersey
$186K
S
256
SignatureFD
Georgia
$185K +$119K +10,056 +260%
FNT
257
First National Trust
Pennsylvania
$185K
SWA
258
Stratos Wealth Advisors
Ohio
$179K +$1.49K +125 +0.9%
COI
259
Connable Office Inc
Michigan
$177K
IAS
260
Insigneo Advisory Services
Florida
$176K
Neuberger Berman Group
261
Neuberger Berman Group
New York
$175K -$19.8K -1,667 -11%
PAS
262
Park Avenue Securities
New York
$171K -$73K -6,142 -32%
PA
263
Profund Advisors
Maryland
$165K +$10.9K +915 +8%
SC
264
Sapient Capital
Indiana
$165K +$147K +12,400 New
AWA
265
Arete Wealth Advisors
Illinois
$162K -$3.66K -308 -2%
ECM
266
Evergreen Capital Management
Washington
$161K -$47.8K -4,026 -25%
CW
267
Connectus Wealth
Ohio
$160K -$119K -10,000 -45%
JWM
268
Janiczek Wealth Management
Colorado
$155K +$104K +8,732 +300%
CCM
269
Coldstream Capital Management
Washington
$153K +$137K +11,525 New
NB
270
Norinchukin Bank
Japan
$152K -$5.51K -464 -4%
SOAMC
271
Spirit of America Management Corp
New York
$151K
MGIM
272
M&G Investment Management
United Kingdom
$151K -$12.4K -1,043 -8%
CC
273
Corton Capital
Ontario, Canada
$151K +$135K +11,329 New
DT
274
Diversified Trust
Tennessee
$148K -$4.39K -370 -3%
Koshinski Asset Management
275
Koshinski Asset Management
Illinois
$146K +$130K +10,941 New

DOC Hedge Fund Activity: Q4 2023 in Review

347 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q4 2023, worth a combined $2.85B — up 3.4% from $2.75B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of DOC and 55 opened new positions — a net loss of 7 holders — while 137 trimmed existing stakes and 106 added.

The largest buyer was BlackRock, adding an estimated $35.9M. The largest seller was AllianceBernstein, cutting an estimated $87.1M.

  • 347 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q4 2023, down from 361 in Q3 2023.
  • Funds reported $2.85B of PHYSICIANS REALTY TRUST stock for Q4 2023, up 3.4% quarter-over-quarter.
  • 55 funds opened new PHYSICIANS REALTY TRUST positions in Q4 2023 and 62 closed out, a net change of -7 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q4 2023 was BlackRock, an estimated $35.9M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q4 2023 was AllianceBernstein, an estimated $87.1M sold.

Based on aggregated 13F filings for Q4 2023.