DOC

PHYSICIANS REALTY TRUST
DOC

Overview Fund Activity
Delisted

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

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360 hedge funds and large institutions have $2.75B invested in PHYSICIANS REALTY TRUST in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 127 increasing their positions, 142 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
5.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
38
Increased
127
Reduced
142
Closed
26
Calls
$1.44M
Puts
$997K
Net Calls
+$439K
Net Calls Change
-$3.62M

Top Buyers

1
CIC
Crawford Investment Counsel
Georgia
$24.7M
2
First Eagle Investment Management
First Eagle Investment Management
New York
$9.34M
3
PIWA
Prevail Innovative Wealth Advisors
Kansas
$2.81M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$67.8M
5
Morgan Stanley
Morgan Stanley
New York
$24.1M

Top Sellers

1
ACM
AEW Capital Management
Massachusetts
$475K
2
VCM
V3 Capital Management
Texas
$17M
3
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$14.5M
4
EIP
Epoch Investment Partners
New York
$6.51M
5
Barclays
Barclays
United Kingdom
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
301
UMB Bank
Missouri
$42.7K – – –
KBC Group
302
KBC Group
Belgium
$40K -$95.3K -7,747 -70%
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$36.7K +$1.23K +101 +3%
JWM
304
Janiczek Wealth Management
Colorado
$35.4K +$6.67K +547 +23%
Ohio Public Employees Retirement System (OPERS)
305
Ohio Public Employees Retirement System (OPERS)
Ohio
$34K +$1.99K +164 +6%
PTC
306
Private Trust Company
Ohio
$25.5K – – –
ACM
307
Antonetti Capital Management
Florida
$24.4K – – –
SS
308
Sunbelt Securities
Texas
$22.1K +$12 +1 +0.1%
SIS
309
Sound Income Strategies
Florida
$17.4K – – –
AF
310
Allworth Financial
California
$17.4K +$268 +22 +2%
NS
311
NBC Securities
Alabama
$17K +$17K +1,450 New
QCG
312
Quadrant Capital Group
Ohio
$15.8K -$72.2K -5,926 -82%
PA
313
Parallel Advisors
California
$13.3K +$3.66K +300 +38%
SWM
314
Spire Wealth Management
Virginia
$13K +$207 +17 +2%
JMF
315
Johnson Midwest Financial
Iowa
$12.7K +$207 +17 +2%
NFSG
316
Newbridge Financial Services Group
Florida
$12.2K – – –
Northwestern Mutual Wealth Management
317
Northwestern Mutual Wealth Management
Wisconsin
$9.87K -$536 -44 -5%
NA
318
NewEdge Advisors
Louisiana
$9.72K +$110 +9 +1%
ST
319
Smithfield Trust
Pennsylvania
$9K – – –
SSB
320
Sandy Spring Bank
Maryland
$8.53K – – –
LF
321
Lee Financial
Texas
$8.23K – – –
KFI
322
Key Financial Inc
Pennsylvania
$8.1K +$134 +11 +2%
CFGS
323
Concourse Financial Group Securities
Alabama
$7.86K +$341 +28 +5%
AF
324
Advisornet Financial
Minnesota
$7.66K +$110 +9 +1%
CFFP
325
Center for Financial Planning
Michigan
$6.58K – – –
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