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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 $3.46B invested in PHYSICIANS REALTY TRUST in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 113 increasing their positions, 126 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 32

5% more funds holding

Funds holding: 330347 (+17)

1% less capital invested

Capital invested by funds: $3.51B → $3.46B (-$50.3M)

10% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 126

44% less call options, than puts

Call options by funds: $2.12M | Put options by funds: $3.78M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
347
Holders Change
+17
Holders Change %
+5.15%
% of All Funds
6.14%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
51
Increased
113
Reduced
126
Closed
32
Calls
$2.12M
Puts
$3.78M
Net Calls
-$1.67M
Net Calls Change
-$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
326
Oakworth Capital
Alabama
$4K
BWA
327
BDO Wealth Advisors
Florida
$3K +$54 +3 +2%
MAM
328
Meeder Asset Management
Ohio
$3K +$1.13K +63 +51%
FPS
329
Fieldpoint Private Securities
Connecticut
$3K +$2.95K +165 New
ICP
330
Interchange Capital Partners
Pennsylvania
$3K +$3.99K +223 New
APA
331
American Portfolios Advisors
New York
$2.56K
ABC
332
Associated Banc-Corp
Wisconsin
$2K
HWA
333
HHM Wealth Advisors
Tennessee
$2K
IA
334
IFP Advisors
Florida
$2K
VCG
335
Vantage Consulting Group
Virginia
$2K +$1.61K +90 New
AF
336
Allworth Financial
California
$2K +$1.97K +110 New
CFGS
337
Concourse Financial Group Securities
Alabama
$1K -$10.8K -606 -91%
AssetMark Inc
338
AssetMark Inc
California
$1K -$269 -15 -30%
WT
339
Washington Trust
Rhode Island
$1K -$179 -10 -11%
CAM
340
ClariVest Asset Management
California
$1K
GWM
341
Geneos Wealth Management
Colorado
$1K
PWPS
342
Pinnacle Wealth Planning Services
Ohio
$1K +$698 +39 New
TF
343
Tompkins Financial
New York
$1K +$949 +53 New
BAM
344
Barrett Asset Management
New York
$1K +$1.07K +60 New
ED
345
Exane Derivatives
France
$605
BC
346
Brookfield Corp
Ontario, Canada
-$38.2M -2,132,896 Closed
ACH
347
ArrowMark Colorado Holdings
Colorado
-$9.09M -507,614 Closed
PCM
348
Penn Capital Management
Pennsylvania
-$5.93M -330,426 Closed
RA
349
RMR Advisors
Massachusetts
-$3.22M -179,791 Closed
MNG
350
Manning & Napier Group
New York
-$2.85M -159,207 Closed

DOC Hedge Fund Activity: Q4 2020 in Review

347 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q4 2020, worth a combined $3.46B — down 1.4% from $3.51B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new DOC positions and 32 closed out — a net gain of 19 holders — while 113 added to existing stakes and 126 trimmed.

The largest buyer was BlackRock, adding an estimated $26.2M. The largest seller was Brookfield Corp, exiting entirely with an estimated $38.2M sold.

  • 347 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q4 2020, up from 330 in Q3 2020.
  • Funds reported $3.46B of PHYSICIANS REALTY TRUST stock for Q4 2020, down 1.4% quarter-over-quarter.
  • 51 funds opened new PHYSICIANS REALTY TRUST positions in Q4 2020 and 32 closed out, a net change of +19 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q4 2020 was BlackRock, an estimated $26.2M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q4 2020 was Brookfield Corp, an estimated $38.2M sold.

Based on aggregated 13F filings for Q4 2020.