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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 $3.46B invested in PHYSICIANS REALTY TRUST in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 113 increasing their positions, 126 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 32

5% more funds holding

Funds holding: 330347 (+17)

1% less capital invested

Capital invested by funds: $3.51B → $3.46B (-$50.3M)

10% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 126

44% less call options, than puts

Call options by funds: $2.12M | Put options by funds: $3.78M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
347
Holders Change
+17
Holders Change %
+5.15%
% of All Funds
6.14%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
51
Increased
113
Reduced
126
Closed
32
Calls
$2.12M
Puts
$3.78M
Net Calls
-$1.67M
Net Calls Change
-$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
276
Sowell Financial Services
Arkansas
$60K +$22.7K +1,268 +61%
S
277
SignatureFD
Georgia
$60K +$30K +1,678 +99%
HIA
278
Harbor Investment Advisory
Maryland
$59K +$18.4K +1,029 +45%
AWA
279
Arkadios Wealth Advisors
Georgia
$54K -$75.1K -4,194 -58%
APWA
280
Atlas Private Wealth Advisors
New Jersey
$40K -$17.9K -1,000 -31%
NFG
281
Next Financial Group
Texas
$40K +$40.3K +2,252 New
CAL
282
Capital Analysts LLC
Pennsylvania
$37K -$1.41K -79 -4%
CAM
283
Costello Asset Management
Pennsylvania
$36K
AIL
284
AGF Investments LLC
Ontario, Canada
$29K +$29.5K +1,650 New
JIR
285
James Investment Research
Ohio
$27K
CI Investments Inc
286
CI Investments Inc
Ontario, Canada
$26K -$2.27K -127 -8%
SIS
287
Sound Income Strategies
Florida
$26K +$11.1K +621 +73%
HFM
288
Harvest Fund Management
China
$24K -$25.3K -1,411 -50%
GRP
289
Global Retirement Partners
California
$22K -$5.19K -290 -19%
PCG
290
Private Capital Group
Connecticut
$22K +$3.72K +208 +21%
PWM
291
Perigon Wealth Management
California
$22K +$22.4K +1,250 New
Carson Wealth (CWM LLC)
292
Carson Wealth (CWM LLC)
Nebraska
$20K
WEC
293
Winslow Evans & Crocker
Massachusetts
$20K
IAIM
294
International Assets Investment Management
Florida
$20K +$19.7K +1,100 New
WB
295
Webster Bank
Connecticut
$18K
HNB
296
Huntington National Bank
Ohio
$18K +$949 +53 +5%
CBT
297
CoreFirst Bank & Trust
Kansas
$18K +$17.9K +1,000 New
RF
298
Robbins Farley
New Hampshire
$18K +$17.9K +1,000 New
AF
299
Advisornet Financial
Minnesota
$15K -$6.89K -385 -31%
TC
300
Truvestments Capital
Florida
$15K +$15.3K +853 New

DOC Hedge Fund Activity: Q4 2020 in Review

347 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q4 2020, worth a combined $3.46B — down 1.4% from $3.51B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new DOC positions and 32 closed out — a net gain of 19 holders — while 113 added to existing stakes and 126 trimmed.

The largest buyer was BlackRock, adding an estimated $26.2M. The largest seller was Brookfield Corp, exiting entirely with an estimated $38.2M sold.

  • 347 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q4 2020, up from 330 in Q3 2020.
  • Funds reported $3.46B of PHYSICIANS REALTY TRUST stock for Q4 2020, down 1.4% quarter-over-quarter.
  • 51 funds opened new PHYSICIANS REALTY TRUST positions in Q4 2020 and 32 closed out, a net change of +19 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q4 2020 was BlackRock, an estimated $26.2M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q4 2020 was Brookfield Corp, an estimated $38.2M sold.

Based on aggregated 13F filings for Q4 2020.