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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
MM
276
MQS Management
New York
$144K -$385K -32,390 -75%
AAS
277
Avantax Advisory Services
Texas
$143K +$5.82K +490 +5%
SSA
278
Schonfeld Strategic Advisors
New York
$142K -$14.3K -1,206 -10%
EI
279
Ethic Inc
New York
$140K +$125K +10,487 New
SCM
280
Shelton Capital Management
Colorado
$137K -$14.2K -1,195 -10%
SWP
281
Stratos Wealth Partners
Ohio
$134K +$120K +10,087 New
Lazard Asset Management
282
Lazard Asset Management
New York
$130K +$117K +9,826 New
QCG
283
Quadrant Capital Group
Ohio
$128K +$99.2K +8,352 +645%
OIA
284
Optimum Investment Advisors
Illinois
$114K
Bessemer Group
285
Bessemer Group
New Jersey
$96K +$81.6K +6,870 +2,305%
HI
286
Harbour Investments
Wisconsin
$85.3K -$166 -14 -0.2%
PI
287
PEAK6 Investments
Illinois
$83.1K +$74.1K +6,241 New
OA
288
Operose Advisors
Wisconsin
$79.9K
BG
289
Bollard Group
Massachusetts
$75K +$1.31K +110 +2%
DAM
290
Delta Asset Management
Tennessee
$60.2K
PA
291
Parallel Advisors
California
$54.2K +$35.5K +2,985 +275%
DAC
292
Dividend Assets Capital
South Carolina
$52K +$46.7K +3,928 New
NICM
293
Neo Ivy Capital Management
New York
$49K -$1.13M -94,823 -96%
Citadel Advisors
294
Citadel Advisors
Florida
$43.5K -$43K -3,622 -53%
KBC Group
295
KBC Group
Belgium
$43K
Ohio Public Employees Retirement System (OPERS)
296
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.4K +$2.72K +229 +8%
UB
297
UMB Bank
Missouri
$39.9K -$5.94K -500 -14%
NA
298
NewEdge Advisors
Louisiana
$36.3K +$22.9K +1,926 +241%
C
299
Covestor
United Kingdom
$28K +$24.6K +2,071 +5,310%
SS
300
Sunbelt Securities
Texas
$24.1K

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.