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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 $2.85B invested in PHYSICIANS REALTY TRUST in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 106 increasing their positions, 137 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $712K

3% more capital invested

Capital invested by funds: $2.75B → $2.85B (+$92.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 361347 (-14)

11% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 62

23% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 137

Holders
347
Holders Change
-14
Holders Change %
-3.88%
% of All Funds
5.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
55
Increased
106
Reduced
137
Closed
62
Calls
$1.81M
Puts
$712K
Net Calls
+$1.1M
Net Calls Change
+$657K
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
326
MassMutual Private Wealth & Trust
Connecticut
$5.47K +$2.83K +238 +138%
HPC
327
HM Payson & Co
Maine
$5.32K
CMP
328
Coston McIsaac & Partners
Maine
$5K +$107 +9 +2%
AF
329
Allworth Financial
California
$4.98K -$12.5K -1,054 -74%
PS
330
Principal Securities
Iowa
$4.3K +$3.84K +323 New
HFS
331
Hantz Financial Services
Michigan
$3K
PWMG
332
Private Wealth Management Group
New Jersey
$2.7K +$2.41K +203 New
BIA
333
Bell Investment Advisors
California
$2.62K +$736 +62 +46%
OC
334
Oakworth Capital
Alabama
$2.21K +$1.97K +166 New
SIC
335
SJS Investment Consulting
Ohio
$2.11K +$36 +3 +2%
IA
336
IFP Advisors
Florida
$2.08K -$1.04K -88 -36%
PTC
337
Private Trust Company
Ohio
$2.06K -$23K -1,934 -93%
FMII
338
Farmers & Merchants Investments Inc
Nebraska
$1.37K
MRCM
339
M&R Capital Management
New Jersey
$1.33K
PWA
340
Provenance Wealth Advisors
Florida
$705 -$12 -1 -2%
FFA
341
Farther Finance Advisors
California
$639 +$570 +48 New
AssetMark Inc
342
AssetMark Inc
California
$373 +$333 +28 New
CFGS
343
Concourse Financial Group Securities
Alabama
$372 -$7.33K -617 -96%
VCM
344
Versant Capital Management
Arizona
$253
GWS
345
Glassman Wealth Services
Virginia
$80 -$1.26K -106 -95%
HNB
346
Huntington National Bank
Ohio
$13
IRC
347
Investors Research Corp
Georgia
$13
CCM
348
Channing Capital Management
Illinois
-$52.3M -4,290,781 Closed
HRES
349
Heitman Real Estate Securities
Illinois
-$12.4M -1,020,824 Closed
CVA
350
Ceredex Value Advisors
Florida
-$11.1M -907,200 Closed

DOC Hedge Fund Activity: Q4 2023 in Review

347 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q4 2023, worth a combined $2.85B — up 3.4% from $2.75B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of DOC and 55 opened new positions — a net loss of 7 holders — while 137 trimmed existing stakes and 106 added.

The largest buyer was BlackRock, adding an estimated $35.9M. The largest seller was AllianceBernstein, cutting an estimated $87.1M.

  • 347 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q4 2023, down from 361 in Q3 2023.
  • Funds reported $2.85B of PHYSICIANS REALTY TRUST stock for Q4 2023, up 3.4% quarter-over-quarter.
  • 55 funds opened new PHYSICIANS REALTY TRUST positions in Q4 2023 and 62 closed out, a net change of -7 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q4 2023 was BlackRock, an estimated $35.9M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q4 2023 was AllianceBernstein, an estimated $87.1M sold.

Based on aggregated 13F filings for Q4 2023.