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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
Northwestern Mutual Wealth Management
301
Northwestern Mutual Wealth Management
Wisconsin
$14K -$376 -21 -3%
JCM
302
Jacobi Capital Management
Pennsylvania
$13K +$161 +9 +1%
D
303
Diversified
Delaware
$13K +$12.9K +723 New
BCA
304
Berman Capital Advisors
Georgia
$12K
ST
305
Smithfield Trust
Pennsylvania
$12K
BWM
306
BerganKDV Wealth Management
Minnesota
$12K +$143 +8 +1%
CG
307
Cutler Group
California
$10K -$5.37K -300 -33%
PA
308
Parallel Advisors
California
$10K -$877 -49 -8%
TPWA
309
TRUE Private Wealth Advisors
Oregon
$10K +$10.2K +570 New
QCG
310
Quadrant Capital Group
Ohio
$9K -$18 -1 -0.2%
TCOV
311
Trust Company of Vermont
Vermont
$9K
COCM
312
Charter Oak Capital Management
New Hampshire
$9K +$9.52K +532 New
AWM
313
Avior Wealth Management
Nebraska
$9K +$9.58K +535 New
AIG
314
American International Group
New York
$8.92K -$184K -10,298 -2%
HPC
315
HM Payson & Co
Maine
$7K -$1.22K -68 -15%
AWG
316
Altus Wealth Group
Colorado
$7K +$7.16K +400 New
FRA
317
Front Row Advisors
California
$6K
JWM
318
Janiczek Wealth Management
Colorado
$6K +$1.7K +95 +39%
FTDI
319
First Trust Direct Indexing
Massachusetts
$6K +$5.58K +312 New
MA
320
MUFG Americas
New York
$6K +$5.96K +333 New
LC
321
Lindbrook Capital
California
$5K -$877 -49 -15%
GWS
322
Glassman Wealth Services
Virginia
$5K
TWA
323
TCI Wealth Advisors
Arizona
$5K +$4.15K +232 +516%
CWM
324
Curi Wealth Management
North Carolina
$5K +$5.96K +333 New
HR
325
Howe & Rusling
New York
$4K

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.