DOC

PHYSICIANS REALTY TRUST
DOC

Overview Fund Activity
Delisted

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

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359 hedge funds and large institutions have $3.41B invested in PHYSICIANS REALTY TRUST in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 165 increasing their positions, 93 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+3
Holders Change %
+0.84%
% of All Funds
5.75%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
40
Increased
165
Reduced
93
Closed
31
Calls
$5.47M
Puts
$664K
Net Calls
+$4.81M
Net Calls Change
+$3.14M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$116M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$38M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$53.3M
4
HRES
Heitman Real Estate Securities
Illinois
$20.3M
5
EIP
Epoch Investment Partners
New York
$15.2M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
$13.6M
2
AllianceBernstein
AllianceBernstein
Tennessee
$146M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$799K
4
Goldman Sachs
Goldman Sachs
New York
$75M
5
Barclays
Barclays
United Kingdom
$9.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
326
North Star Investment Management
Illinois
$7.47K – – –
BFEC
327
Benjamin F. Edwards & Company
Missouri
$7K – – –
AF
328
Allworth Financial
California
$6.88K +$2.9K +194 +73%
CMP
329
Coston McIsaac & Partners
Maine
$6K +$85 +6 +1%
HPC
330
HM Payson & Co
Maine
$5.97K – – –
PO
331
Private Ocean
California
$5.08K – – –
FRA
332
Front Row Advisors
California
$5K – – –
GRP
333
Global Retirement Partners
California
$4.82K +$3.35K +229 +229%
CFGS
334
Concourse Financial Group Securities
Alabama
$4.45K +$2.43K +163 +121%
CSPIA
335
Cary Street Partners Investment Advisory
Virginia
$3.88K – – –
HFS
336
Hantz Financial Services
Michigan
$3K – – –
RTL
337
Red Tortoise LLC
Georgia
$2.67K +$2.67K +179 New
SIC
338
SJS Investment Consulting
Ohio
$2.25K +$45 +3 +2%
EWA
339
EverSource Wealth Advisors
Alabama
$2.21K +$2.21K +148 New
MCM
340
Manchester Capital Management
Vermont
$2.18K +$1.46K +98 +204%
BIA
341
Bell Investment Advisors
California
$1.82K – – –
MPWT
342
MassMutual Private Wealth & Trust
Connecticut
$1.76K – – –
GWS
343
Glassman Wealth Services
Virginia
$1.67K -$5.37K -360 -76%
TWA
344
TCI Wealth Advisors
Arizona
$1.61K – – –
FMII
345
Farmers & Merchants Investments Inc
Nebraska
$1.54K – – –
MRCM
346
M&R Capital Management
New Jersey
$1.49K – – –
MIA
347
Milestone Investment Advisors
Wisconsin
$1.49K +$1.49K +100 New
WT
348
Washington Trust
Rhode Island
$1.43K +$30 +2 +2%
IA
349
IFP Advisors
Florida
$1.33K -$45.9K -3,030 -97%
Creative Planning
350
Creative Planning
Kansas
$1.03K +$1.03K +69 New
12 13
14
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