DOC

PHYSICIANS REALTY TRUST
DOC

Overview Fund Activity
Delisted

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

Back to rankings

360 hedge funds and large institutions have $2.75B invested in PHYSICIANS REALTY TRUST in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 127 increasing their positions, 142 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
5.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
38
Increased
127
Reduced
142
Closed
26
Calls
$1.44M
Puts
$997K
Net Calls
+$439K
Net Calls Change
-$3.62M

Top Buyers

1
CIC
Crawford Investment Counsel
Georgia
$24.7M
2
First Eagle Investment Management
First Eagle Investment Management
New York
$9.34M
3
PIWA
Prevail Innovative Wealth Advisors
Kansas
$2.81M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$67.8M
5
Morgan Stanley
Morgan Stanley
New York
$24.1M

Top Sellers

1
ACM
AEW Capital Management
Massachusetts
$475K
2
VCM
V3 Capital Management
Texas
$17M
3
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$14.5M
4
EIP
Epoch Investment Partners
New York
$6.51M
5
Barclays
Barclays
United Kingdom
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
326
Avior Wealth Management
Nebraska
$6.52K – – –
TCOV
327
Trust Company of Vermont
Vermont
$6.1K – – –
NSIM
328
North Star Investment Management
Illinois
$6.1K – – –
BFEC
329
Benjamin F. Edwards & Company
Missouri
$6K – – –
BTI
330
Blue Trust Inc
Georgia
$6K +$6K +444 New
Simplex Trading
331
Simplex Trading
Illinois
$6K +$6K +525 New
CMP
332
Coston McIsaac & Partners
Maine
$5K +$80 +7 +2%
HPC
333
HM Payson & Co
Maine
$4.88K – – –
FRA
334
Front Row Advisors
California
$4.27K – – –
PO
335
Private Ocean
California
$4.15K – – –
CA
336
Clearstead Advisors
Ohio
$4.12K +$4.12K +338 New
CSPIA
337
Cary Street Partners Investment Advisory
Virginia
$3.17K – – –
HFS
338
Hantz Financial Services
Michigan
$3K – – –
Bessemer Group
339
Bessemer Group
New Jersey
$3K +$1.27K +126 +73%
BAAM
340
Baker Avenue Asset Management
California
$2.99K +$2.99K +245 New
IA
341
IFP Advisors
Florida
$2.98K +$1.29K +106 +77%
JFGIW
342
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.44K +$2.44K +200 New
MPWT
343
MassMutual Private Wealth & Trust
Connecticut
$2.11K -$1.6K -131 -43%
SIC
344
SJS Investment Consulting
Ohio
$1.89K +$24 +2 +1%
GRP
345
Global Retirement Partners
California
$1.67K -$7.33K -629 -81%
BIA
346
Bell Investment Advisors
California
$1.65K -$719 -59 -30%
GWS
347
Glassman Wealth Services
Virginia
$1.37K -$670 -55 -33%
FMII
348
Farmers & Merchants Investments Inc
Nebraska
$1.26K – – –
MRCM
349
M&R Capital Management
New Jersey
$1.22K – – –
MIA
350
Milestone Investment Advisors
Wisconsin
$1.22K +$1.22K +100 New
12 13
14
15 16