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DOC

PHYSICIANS REALTY TRUST

Delisted

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

347 hedge funds and large institutions have $2.85B invested in PHYSICIANS REALTY TRUST in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 106 increasing their positions, 137 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $712K

3% more capital invested

Capital invested by funds: $2.75B → $2.85B (+$92.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 361347 (-14)

11% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 62

23% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 137

Holders
347
Holders Change
-14
Holders Change %
-3.88%
% of All Funds
5.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
55
Increased
106
Reduced
137
Closed
62
Calls
$1.81M
Puts
$712K
Net Calls
+$1.1M
Net Calls Change
+$657K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
301
GAMMA Investing
California
$23K +$22.3K +1,880 New
LC
302
Lindbrook Capital
California
$19.9K +$17.1K +1,443 +2,775%
GWM
303
Geneos Wealth Management
Colorado
$19.3K +$17.2K +1,447 New
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$19.1K -$18.7K -1,572 -52%
SIS
305
Sound Income Strategies
Florida
$19K
NS
306
NBC Securities
Alabama
$19K
GRP
307
Global Retirement Partners
California
$17K +$13K +1,097 +767%
Group One Trading
308
Group One Trading
Illinois
$15.8K +$14.1K +1,189 New
HWA
309
HHM Wealth Advisors
Tennessee
$15.4K +$13.8K +1,160 New
ASN
310
Advisory Services Network
Georgia
$14.9K +$13.3K +1,119 New
Northwestern Mutual Wealth Management
311
Northwestern Mutual Wealth Management
Wisconsin
$14.8K +$3.56K +300 +37%
SWM
312
Spire Wealth Management
Virginia
$14.4K +$475 +40 +4%
EWA
313
EverSource Wealth Advisors
Alabama
$13.3K +$10.9K +918 +1,080%
NFSG
314
Newbridge Financial Services Group
Florida
$13.3K
BWM
315
Baystate Wealth Management
Massachusetts
$13.3K +$11.9K +1,000 New
BTI
316
Blue Trust Inc
Georgia
$10K +$4.61K +388 +87%
SSB
317
Sandy Spring Bank
Maryland
$9.32K
KFI
318
Key Financial Inc
Pennsylvania
$9.02K +$154 +13 +2%
ST
319
Smithfield Trust
Pennsylvania
$9K
AF
320
Advisornet Financial
Minnesota
$8.53K +$154 +13 +2%
CFFP
321
Center for Financial Planning
Michigan
$7.19K
AWM
322
Avior Wealth Management
Nebraska
$7.12K
BFEC
323
Benjamin F. Edwards & Company
Missouri
$7K
NSIM
324
North Star Investment Management
Illinois
$6.66K
LF
325
Lee Financial
Texas
$6.52K -$2.2K -185 -27%

DOC Hedge Fund Activity: Q4 2023 in Review

347 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q4 2023, worth a combined $2.85B — up 3.4% from $2.75B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of DOC and 55 opened new positions — a net loss of 7 holders — while 137 trimmed existing stakes and 106 added.

The largest buyer was BlackRock, adding an estimated $35.9M. The largest seller was AllianceBernstein, cutting an estimated $87.1M.

  • 347 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q4 2023, down from 361 in Q3 2023.
  • Funds reported $2.85B of PHYSICIANS REALTY TRUST stock for Q4 2023, up 3.4% quarter-over-quarter.
  • 55 funds opened new PHYSICIANS REALTY TRUST positions in Q4 2023 and 62 closed out, a net change of -7 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q4 2023 was BlackRock, an estimated $35.9M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q4 2023 was AllianceBernstein, an estimated $87.1M sold.

Based on aggregated 13F filings for Q4 2023.