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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
Creative Planning
276
Creative Planning
Kansas
$156K +$158K +11,085 +16,065%
KBC Group
277
KBC Group
Belgium
$154K -$284K -20,000 -65%
BAM
278
BOS Asset Management
Illinois
$152K
WCM
279
Whitener Capital Management
North Carolina
$151K +$153K +10,800 New
CIP
280
Cornerstone Investment Partners
Georgia
$149K +$152K +10,684 New
Cetera Investment Advisers
281
Cetera Investment Advisers
Illinois
$148K -$5.24K -369 -3%
B
282
Bailard
California
$148K +$7.1K +500 +5%
AWM
283
AE Wealth Management
Kansas
$142K -$53K -3,729 -27%
AAS
284
Avantax Advisory Services
Texas
$142K +$144K +10,140 New
Fidelity Investments
285
Fidelity Investments
Massachusetts
$123K -$67.2K -4,727 -35%
OIA
286
Optimum Investment Advisors
Illinois
$120K
QCG
287
Quadrant Capital Group
Ohio
$101K +$58.7K +4,133 +134%
HI
288
Harbour Investments
Wisconsin
$89.9K +$31.3K +2,200 +52%
OA
289
Operose Advisors
Wisconsin
$83.9K
BG
290
Bollard Group
Massachusetts
$76K +$1.21K +85 +2%
BEI
291
Benjamin Edwards Inc
Missouri
$73K +$37.1K +2,614 +100%
DAM
292
Delta Asset Management
Tennessee
$63.3K
HIA
293
Harbor Investment Advisory
Maryland
$60.8K +$14.4K +1,016 +31%
Allspring Global Investments
294
Allspring Global Investments
North Carolina
$56.5K -$10.2K -721 -15%
S
295
SignatureFD
Georgia
$52.8K +$10.9K +769 +26%
UB
296
UMB Bank
Missouri
$49K +$5.68K +400 +13%
Fifth Third Bancorp
297
Fifth Third Bancorp
Ohio
$40.7K -$4.76K -335 -10%
Ohio Public Employees Retirement System (OPERS)
298
Ohio Public Employees Retirement System (OPERS)
Ohio
$37K +$2.16K +152 +6%
AAP
299
Arax Advisory Partners
Colorado
$36.4K
JWM
300
Janiczek Wealth Management
Colorado
$33K +$24.7K +1,738 +279%

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.