DOC

PHYSICIANS REALTY TRUST
DOC

Overview Fund Activity
Delisted

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

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351 hedge funds and large institutions have $3.22B invested in PHYSICIANS REALTY TRUST in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 160 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
-8
Holders Change %
-2.23%
% of All Funds
5.54%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
29
Increased
160
Reduced
104
Closed
33
Calls
$4.93M
Puts
$878K
Net Calls
+$4.05M
Net Calls Change
-$753K

Top Buyers

1
BlackRock
1
BlackRock
New York
$564M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$128M
3
Macquarie Group
3
Macquarie Group
Australia
$76.4M
4
State Street
4
State Street
Massachusetts
$175M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$74.7M

Top Sellers

1
VLKIM
1
Van Lanschot Kempen Investment Management
Netherlands
$25.8M
2
PCM
2
Peregrine Capital Management
Minnesota
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$40.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$62.8M
5
WBC
5
Westpac Banking Corp
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
301
Antonetti Capital Management
Florida
$28K – – –
SS
302
Sunbelt Securities
Texas
$25.4K – – –
SIS
303
Sound Income Strategies
Florida
$20K – – –
WTG
304
West Tower Group
Virginia
$19.8K +$19.8K +1,413 New
AF
305
Allworth Financial
California
$19.7K +$13.2K +945 +205%
SWM
306
Spire Wealth Management
Virginia
$14.7K +$224 +16 +2%
JMF
307
Johnson Midwest Financial
Iowa
$14.4K +$224 +16 +2%
NFSG
308
Newbridge Financial Services Group
Florida
$14K – – –
MCM
309
MV Capital Management
Maryland
$14K – – –
Northwestern Mutual Wealth Management
310
Northwestern Mutual Wealth Management
Wisconsin
$11.9K +$616 +44 +5%
NA
311
NewEdge Advisors
Louisiana
$11K +$126 +9 +1%
PA
312
Parallel Advisors
California
$11K -$2.48K -177 -18%
GRP
313
Global Retirement Partners
California
$10.8K +$6.2K +443 +135%
ST
314
Smithfield Trust
Pennsylvania
$10K – – –
SSB
315
Sandy Spring Bank
Maryland
$9.79K – – –
LF
316
Lee Financial
Texas
$9.44K – – –
KFI
317
Key Financial Inc
Pennsylvania
$9.15K +$140 +10 +2%
HIIFS
318
Harel Insurance Investments & Financial Services
Israel
$9K – – –
AF
319
Advisornet Financial
Minnesota
$8.66K +$140 +10 +2%
CFGS
320
Concourse Financial Group Securities
Alabama
$8.63K +$4.46K +319 +107%
LC
321
Lindbrook Capital
California
$8.17K -$3.54K -253 -30%
CFFP
322
Center for Financial Planning
Michigan
$7.56K – – –
AWM
323
Avior Wealth Management
Nebraska
$7.48K – – –
BFEC
324
Benjamin F. Edwards & Company
Missouri
$7K – – –
TCOV
325
Trust Company of Vermont
Vermont
$7K -$5.57K -398 -44%
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