DOC

PHYSICIANS REALTY TRUST
DOC

Overview Fund Activity
Delisted

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

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359 hedge funds and large institutions have $3.41B invested in PHYSICIANS REALTY TRUST in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 165 increasing their positions, 93 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+3
Holders Change %
+0.84%
% of All Funds
5.75%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
40
Increased
165
Reduced
93
Closed
31
Calls
$5.47M
Puts
$664K
Net Calls
+$4.81M
Net Calls Change
+$3.14M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$116M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$38M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$53.3M
4
HRES
Heitman Real Estate Securities
Illinois
$20.3M
5
EIP
Epoch Investment Partners
New York
$15.2M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
$13.6M
2
AllianceBernstein
AllianceBernstein
Tennessee
$146M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$799K
4
Goldman Sachs
Goldman Sachs
New York
$75M
5
Barclays
Barclays
United Kingdom
$9.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
301
Private Trust Company
Ohio
$31.2K – – –
ACM
302
Antonetti Capital Management
Florida
$29.9K – – –
SOW
303
State of Wyoming
Wyoming
$29.1K +$29.1K +1,948 New
ASN
304
Advisory Services Network
Georgia
$28.8K -$7.63K -511 -21%
SS
305
Sunbelt Securities
Texas
$26.8K +$26.8K +1,812 New
SIS
306
Sound Income Strategies
Florida
$21.4K – – –
SWM
307
Spire Wealth Management
Virginia
$15.4K +$224 +15 +1%
JMF
308
Johnson Midwest Financial
Iowa
$15.1K +$1.48K +99 +11%
MCM
309
MV Capital Management
Maryland
$14.9K – – –
NFSG
310
Newbridge Financial Services Group
Florida
$14.9K – – –
PA
311
Parallel Advisors
California
$14.4K +$2.06K +138 +17%
TCOV
312
Trust Company of Vermont
Vermont
$13.4K – – –
LC
313
Lindbrook Capital
California
$12.5K +$5.72K +383 +84%
Northwestern Mutual Wealth Management
314
Northwestern Mutual Wealth Management
Wisconsin
$12.1K -$1.64K -110 -12%
NA
315
NewEdge Advisors
Louisiana
$11.6K -$3.49K -234 -23%
SSB
316
Sandy Spring Bank
Maryland
$10.5K +$10.5K +700 New
LF
317
Lee Financial
Texas
$10.1K – – –
HIIFS
318
Harel Insurance Investments & Financial Services
Israel
$10K -$3.85K -250 -28%
ST
319
Smithfield Trust
Pennsylvania
$10K – – –
ETC
320
Exchange Traded Concepts
Oklahoma
$9.73K -$539K -36,074 -98%
KFI
321
Key Financial Inc
Pennsylvania
$9.62K +$9.62K +644 New
AF
322
Advisornet Financial
Minnesota
$9.09K +$134 +9 +2%
JWM
323
Janiczek Wealth Management
Colorado
$8.97K +$8.97K +622 New
CFFP
324
Center for Financial Planning
Michigan
$8.06K – – –
AWM
325
Avior Wealth Management
Nebraska
$7.99K – – –
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