DOC

PHYSICIANS REALTY TRUST
DOC

Overview Fund Activity
Delisted

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

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9 hedge funds and large institutions have $12M invested in PHYSICIANS REALTY TRUST in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 337 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
9
Holders Change
-337
Holders Change %
-97.4%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
2
Reduced
2
Closed
337
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
CIBC World Markets
New York
$5.48M
2
IWA
IBEX Wealth Advisors
New Jersey
$2.55M
3
AMG
Advisors Management Group
Wisconsin
$1.78M
4
VIM
Vinva Investment Management
Australia
$532K
5
IA
IFP Advisors
Florida
$1.89K

Top Sellers

1
BlackRock
BlackRock
New York
$0
2
Vanguard Group
Vanguard Group
Pennsylvania
$0
3
State Street
State Street
Massachusetts
$0
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$0
5
Geode Capital Management
Geode Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
C
301
Covestor
United Kingdom
– -$28K -2,110 Closed
GI
302
GAMMA Investing
California
– -$23K -1,880 Closed
SS
303
Sunbelt Securities
Texas
– -$24.1K -1,813 Closed
LC
304
Lindbrook Capital
California
– -$19.9K -1,495 Closed
NS
305
NBC Securities
Alabama
– -$19K -1,450 Closed
GWM
306
Geneos Wealth Management
Colorado
– -$19.3K -1,447 Closed
Fifth Third Bancorp
307
Fifth Third Bancorp
Ohio
– -$19.1K -1,437 Closed
SIS
308
Sound Income Strategies
Florida
– -$19K -1,431 Closed
GRP
309
Global Retirement Partners
California
– -$17K -1,240 Closed
Group One Trading
310
Group One Trading
Illinois
– -$15.8K -1,189 Closed
HWA
311
HHM Wealth Advisors
Tennessee
– -$15.4K -1,160 Closed
ASN
312
Advisory Services Network
Georgia
– -$14.9K -1,119 Closed
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
– -$14.8K -1,110 Closed
SWM
314
Spire Wealth Management
Virginia
– -$14.4K -1,105 Closed
EWA
315
EverSource Wealth Advisors
Alabama
– -$13.4K -1,003 Closed
NFSG
316
Newbridge Financial Services Group
Florida
– -$13.3K -1,000 Closed
BTI
317
Blue Trust Inc
Georgia
– -$10K -832 Closed
ST
318
Smithfield Trust
Pennsylvania
– -$9K -700 Closed
SSB
319
Sandy Spring Bank
Maryland
– -$9.32K -700 Closed
KFI
320
Key Financial Inc
Pennsylvania
– -$9.02K -678 Closed
AF
321
Advisornet Financial
Minnesota
– -$8.53K -641 Closed
CFFP
322
Center for Financial Planning
Michigan
– -$7.19K -540 Closed
AWM
323
Avior Wealth Management
Nebraska
– -$7.12K -535 Closed
BFEC
324
Benjamin F. Edwards & Company
Missouri
– -$7K -500 Closed
NSIM
325
North Star Investment Management
Illinois
– -$6.66K -500 Closed
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