DOC

PHYSICIANS REALTY TRUST
DOC

Overview Fund Activity
Delisted

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

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356 hedge funds and large institutions have $3.28B invested in PHYSICIANS REALTY TRUST in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 143 increasing their positions, 118 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+2
Holders Change %
+0.56%
% of All Funds
5.74%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
51
Increased
143
Reduced
118
Closed
40
Calls
$2.57M
Puts
$906K
Net Calls
+$1.67M
Net Calls Change
-$799K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$203M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$35M
3
American Century Companies
3
American Century Companies
Missouri
$40.3M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$81.8M
5
ACM
5
AEW Capital Management
Massachusetts
$10M

Top Sellers

1
HRES
1
Heitman Real Estate Securities
Illinois
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
GA
3
GRS Advisors
Illinois
$0
4
ClearBridge Investments
4
ClearBridge Investments
New York
$0
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
301
Comerica Securities
Michigan
$22.7K +$22.7K +1,571 New
SIS
302
Sound Income Strategies
Florida
$20.7K -$1.58K -109 -7%
BEI
303
Benjamin Edwards Inc
Missouri
$16K +$16K +1,075 New
SWM
304
Spire Wealth Management
Virginia
$15K +$251 +17 +2%
MCC
305
Money Concepts Capital
Florida
$14.8K +$14.8K +1,020 New
NFSG
306
Newbridge Financial Services Group
Florida
$14.5K -$63.7K -4,400 -81%
MCM
307
MV Capital Management
Maryland
$14.5K – – –
NA
308
NewEdge Advisors
Louisiana
$14.3K +$14.3K +1,014 New
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$13.3K +$1.59K +110 +14%
HIIFS
310
Harel Insurance Investments & Financial Services
Israel
$13K -$2.89K -200 -18%
JMF
311
Johnson Midwest Financial
Iowa
$13K +$200 +14 +2%
TCOV
312
Trust Company of Vermont
Vermont
$13K – – –
PA
313
Parallel Advisors
California
$12K -$5.46K -377 -31%
FCA
314
Fortis Capital Advisors
Kansas
$11.6K +$11.6K +800 New
ST
315
Smithfield Trust
Pennsylvania
$10K – – –
LF
316
Lee Financial
Texas
$9.77K – – –
AF
317
Advisornet Financial
Minnesota
$8.68K +$130 +9 +2%
CFFP
318
Center for Financial Planning
Michigan
$7.81K – – –
AWM
319
Avior Wealth Management
Nebraska
$7.74K – – –
NSIM
320
North Star Investment Management
Illinois
$7.24K – – –
BFEC
321
Benjamin F. Edwards & Company
Missouri
$7K – – –
GWS
322
Glassman Wealth Services
Virginia
$6.83K +$5.12K +354 +300%
LC
323
Lindbrook Capital
California
$6.57K +$5.86K +405 +827%
HPC
324
HM Payson & Co
Maine
$5.79K – – –
FRA
325
Front Row Advisors
California
$5K – – –
11 12
13
14 15