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DOC

PHYSICIANS REALTY TRUST

Delisted

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

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 338 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

97% less funds holding

Funds holding: 3479 (-338)

99% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 338

100% less capital invested

Capital invested by funds: $2.85B → $12M (-$2.83B)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
9
Holders Change
-338
Holders Change %
-97.41%
% 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
338
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
301
NewEdge Advisors
Louisiana
-$36.3K -2,724 Closed
C
302
Covestor
United Kingdom
-$28K -2,110 Closed
GI
303
GAMMA Investing
California
-$23K -1,880 Closed
SS
304
Sunbelt Securities
Texas
-$24.1K -1,813 Closed
LC
305
Lindbrook Capital
California
-$19.9K -1,495 Closed
NS
306
NBC Securities
Alabama
-$19K -1,450 Closed
GWM
307
Geneos Wealth Management
Colorado
-$19.3K -1,447 Closed
Fifth Third Bancorp
308
Fifth Third Bancorp
Ohio
-$19.1K -1,437 Closed
SIS
309
Sound Income Strategies
Florida
-$19K -1,431 Closed
GRP
310
Global Retirement Partners
California
-$17K -1,240 Closed
Group One Trading
311
Group One Trading
Illinois
-$15.8K -1,189 Closed
HWA
312
HHM Wealth Advisors
Tennessee
-$15.4K -1,160 Closed
ASN
313
Advisory Services Network
Georgia
-$14.9K -1,119 Closed
Northwestern Mutual Wealth Management
314
Northwestern Mutual Wealth Management
Wisconsin
-$14.8K -1,110 Closed
SWM
315
Spire Wealth Management
Virginia
-$14.4K -1,105 Closed
EWA
316
EverSource Wealth Advisors
Alabama
-$13.3K -1,003 Closed
NFSG
317
Newbridge Financial Services Group
Florida
-$13.3K -1,000 Closed
BTI
318
Blue Trust Inc
Georgia
-$10K -832 Closed
SSB
319
Sandy Spring Bank
Maryland
-$9.32K -700 Closed
ST
320
Smithfield Trust
Pennsylvania
-$9K -700 Closed
KFI
321
Key Financial Inc
Pennsylvania
-$9.02K -678 Closed
AF
322
Advisornet Financial
Minnesota
-$8.53K -641 Closed
CFFP
323
Center for Financial Planning
Michigan
-$7.19K -540 Closed
AWM
324
Avior Wealth Management
Nebraska
-$7.12K -535 Closed
BFEC
325
Benjamin F. Edwards & Company
Missouri
-$7K -500 Closed

DOC Hedge Fund Activity: Q1 2024 in Review

9 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q1 2024, worth a combined $12M — down 100% from $2.85B a quarter earlier.

Sellers outnumbered buyers: 338 funds closed out of DOC and 4 opened new positions — a net loss of 334 holders — while 2 trimmed existing stakes and 2 added.

The largest buyer was CIBC World Markets, adding an estimated $2.61M. The largest seller was BlackRock, exiting entirely with an estimated $579M sold.

  • 9 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q1 2024, down from 347 in Q4 2023.
  • Funds reported $12M of PHYSICIANS REALTY TRUST stock for Q1 2024, down 100% quarter-over-quarter.
  • 4 funds opened new PHYSICIANS REALTY TRUST positions in Q1 2024 and 338 closed out, a net change of -334 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q1 2024 was CIBC World Markets, an estimated $2.61M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q1 2024 was BlackRock, an estimated $579M sold.

Based on aggregated 13F filings for Q1 2024.