DOC

PHYSICIANS REALTY TRUST
DOC

Overview Fund Activity
Delisted

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

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338 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
Holders
338
Holders Change
–
Holders Change %
0%
% of All Funds
5.94%
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
$3.72M
Puts
$3.21M
Net Calls
+$506K
Net Calls Change
+$1.12M

Top Buyers

1
VCM
1
V3 Capital Management
Texas
$43.9M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$30.3M
3
CCM
3
Channing Capital Management
Illinois
$23.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$558M
5
State Street
5
State Street
Massachusetts
$156M

Top Sellers

1
CCMLC
1
Cardinal Capital Management LLC (Connecticut)
Connecticut
$0
2
HRES
2
Heitman Real Estate Securities
Illinois
$46.7M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.56M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.17M
5
Axa
5
Axa
France
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
301
Truvestments Capital
Florida
$16K +$199 +11 +1%
TWA
302
TCI Wealth Advisors
Arizona
$16K +$7.77K +434 +94%
SIS
303
Sound Income Strategies
Florida
$15K – – –
AF
304
Advisornet Financial
Minnesota
$15K – – –
Northwestern Mutual Wealth Management
305
Northwestern Mutual Wealth Management
Wisconsin
$14K -$7.8K -451 -36%
JCM
306
Jacobi Capital Management
Pennsylvania
$13K +$156 +9 +1%
ST
307
Smithfield Trust
Pennsylvania
$12K – – –
BWM
308
BerganKDV Wealth Management
Minnesota
$12K +$155 +9 +1%
HFS
309
Hantz Financial Services
Michigan
$11K – – –
BMD
310
Better Money Decisions
New Mexico
$10K -$2.08K -115 -17%
CFFP
311
Center for Financial Planning
Michigan
$10K – – –
PI
312
PEAK6 Investments
Illinois
$9K -$63.3K -3,517 -88%
AWM
313
Avior Wealth Management
Nebraska
$9K – – –
QCG
314
Quadrant Capital Group
Ohio
$9K +$907 +52 +11%
TVWM
315
Tower View Wealth Management
Wisconsin
$9K +$9K +500 New
NSIM
316
North Star Investment Management
Illinois
$9K +$9K +500 New
HPC
317
HM Payson & Co
Maine
$7K – – –
PO
318
Private Ocean
California
$6K – – –
FRA
319
Front Row Advisors
California
$6K – – –
GWS
320
Glassman Wealth Services
Virginia
$5K – – –
LC
321
Lindbrook Capital
California
$5K – – –
VCM
322
Vigilant Capital Management
Maine
$4K +$4K +215 New
AF
323
Allworth Financial
California
$3K – – –
APA
324
American Portfolios Advisors
New York
$2.54K – – –
IA
325
IFP Advisors
Florida
$2K – – –
11 12
13
14 15