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DOC

PHYSICIANS REALTY TRUST

Delisted

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

339 hedge funds and large institutions have $3.37B invested in PHYSICIANS REALTY TRUST in 2021 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 137 increasing their positions, 99 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 99

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

16% more call options, than puts

Call options by funds: $3.71M | Put options by funds: $3.21M

0% more funds holding

Funds holding: 339339 (0)

5% less capital invested

Capital invested by funds: $3.53B → $3.37B (-$164M)

Holders
339
Holders Change
Holders Change %
0%
% of All Funds
5.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
36
Increased
137
Reduced
99
Closed
28
Calls
$3.71M
Puts
$3.21M
Net Calls
+$506K
Net Calls Change
+$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
301
Berman Capital Advisors
Georgia
$18K +$6.05K +327 +46%
TC
302
Truvestments Capital
Florida
$16K +$203 +11 +1%
TWA
303
TCI Wealth Advisors
Arizona
$16K +$8.03K +434 +94%
AF
304
Advisornet Financial
Minnesota
$15K
SIS
305
Sound Income Strategies
Florida
$15K
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$14K -$8.34K -451 -36%
JCM
307
Jacobi Capital Management
Pennsylvania
$13K +$166 +9 +1%
ST
308
Smithfield Trust
Pennsylvania
$12K
BWM
309
BerganKDV Wealth Management
Minnesota
$12K +$166 +9 +1%
HFS
310
Hantz Financial Services
Michigan
$11K
BMD
311
Better Money Decisions
New Mexico
$10K -$2.13K -115 -17%
CFFP
312
Center for Financial Planning
Michigan
$10K
PI
313
PEAK6 Investments
Illinois
$9K -$65K -3,517 -88%
AWM
314
Avior Wealth Management
Nebraska
$9K
QCG
315
Quadrant Capital Group
Ohio
$9K +$962 +52 +11%
NSIM
316
North Star Investment Management
Illinois
$9K +$9.25K +500 New
TVWM
317
Tower View Wealth Management
Wisconsin
$9K +$9.25K +500 New
HPC
318
HM Payson & Co
Maine
$7K
FRA
319
Front Row Advisors
California
$6K
PO
320
Private Ocean
California
$6K
GWS
321
Glassman Wealth Services
Virginia
$5K
LC
322
Lindbrook Capital
California
$5K
VCM
323
Vigilant Capital Management
Maine
$4K +$3.98K +215 New
AF
324
Allworth Financial
California
$3K
APA
325
American Portfolios Advisors
New York
$2.54K

DOC Hedge Fund Activity: Q3 2021 in Review

339 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q3 2021, worth a combined $3.37B — down 4.7% from $3.53B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DOC positions and 28 closed out — a net gain of 8 holders — while 137 added to existing stakes and 99 trimmed.

The largest buyer was V3 Capital Management, opening a new position worth an estimated $46M. The largest seller was Cardinal Capital Management LLC (Connecticut), exiting entirely with an estimated $25.1M sold.

  • 339 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $3.37B of PHYSICIANS REALTY TRUST stock for Q3 2021, down 4.7% quarter-over-quarter.
  • 36 funds opened new PHYSICIANS REALTY TRUST positions in Q3 2021 and 28 closed out, a net change of +8 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q3 2021 was V3 Capital Management, an estimated $46M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q3 2021 was Cardinal Capital Management LLC (Connecticut), an estimated $25.1M sold.

Based on aggregated 13F filings for Q3 2021.