DOC

PHYSICIANS REALTY TRUST
DOC

Overview Fund Activity
Delisted

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

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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 337 closing their positions.

Holders
9
Holders Change
-337
Holders Change %
-97.4%
% 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
337
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
CIBC World Markets
New York
$5.48M
2
IWA
2
IBEX Wealth Advisors
New Jersey
$2.55M
3
AMG
3
Advisors Management Group
Wisconsin
$1.78M
4
VIM
4
Vinva Investment Management
Australia
$532K
5
IA
5
IFP Advisors
Florida
$1.89K

Top Sellers

1
BlackRock
1
BlackRock
New York
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$0
3
State Street
3
State Street
Massachusetts
$0
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$0
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
326
Lee Financial
Texas
– -$6.52K -490 Closed
CMP
327
Coston McIsaac & Partners
Maine
– -$5K -449 Closed
MPWT
328
MassMutual Private Wealth & Trust
Connecticut
– -$5.47K -411 Closed
HPC
329
HM Payson & Co
Maine
– -$5.32K -400 Closed
AF
330
Allworth Financial
California
– -$4.98K -374 Closed
PS
331
Principal Securities
Iowa
– -$4.3K -323 Closed
HFS
332
Hantz Financial Services
Michigan
– -$3K -221 Closed
PWMG
333
Private Wealth Management Group
New Jersey
– -$2.7K -203 Closed
BIA
334
Bell Investment Advisors
California
– -$2.62K -197 Closed
OC
335
Oakworth Capital
Alabama
– -$2.21K -166 Closed
SIC
336
SJS Investment Consulting
Ohio
– -$2.11K -158 Closed
PTC
337
Private Trust Company
Ohio
– -$2.06K -155 Closed
FMII
338
Farmers & Merchants Investments Inc
Nebraska
– -$1.37K -103 Closed
MRCM
339
M&R Capital Management
New Jersey
– -$1.33K -100 Closed
PWA
340
Provenance Wealth Advisors
Florida
– -$705 -53 Closed
FFA
341
Farther Finance Advisors
California
– -$639 -48 Closed
CFGS
342
Concourse Financial Group Securities
Alabama
– -$372 -28 Closed
AssetMark Inc
343
AssetMark Inc
California
– -$373 -28 Closed
VCM
344
Versant Capital Management
Arizona
– -$253 -19 Closed
GWS
345
Glassman Wealth Services
Virginia
– -$80 -6 Closed
IRC
346
Investors Research Corp
Georgia
– -$13 -1 Closed
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