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DOC

PHYSICIANS REALTY TRUST

Delisted

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

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 338 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

97% less funds holding

Funds holding: 3479 (-338)

99% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 338

100% less capital invested

Capital invested by funds: $2.85B → $12M (-$2.83B)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
9
Holders Change
-338
Holders Change %
-97.41%
% 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
338
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
326
North Star Investment Management
Illinois
-$6.66K -500 Closed
LF
327
Lee Financial
Texas
-$6.52K -490 Closed
CMP
328
Coston McIsaac & Partners
Maine
-$5K -449 Closed
MPWT
329
MassMutual Private Wealth & Trust
Connecticut
-$5.47K -411 Closed
HPC
330
HM Payson & Co
Maine
-$5.32K -400 Closed
AF
331
Allworth Financial
California
-$4.98K -374 Closed
PS
332
Principal Securities
Iowa
-$4.3K -323 Closed
HFS
333
Hantz Financial Services
Michigan
-$3K -221 Closed
PWMG
334
Private Wealth Management Group
New Jersey
-$2.7K -203 Closed
BIA
335
Bell Investment Advisors
California
-$2.62K -197 Closed
OC
336
Oakworth Capital
Alabama
-$2.21K -166 Closed
SIC
337
SJS Investment Consulting
Ohio
-$2.11K -158 Closed
PTC
338
Private Trust Company
Ohio
-$2.06K -155 Closed
FMII
339
Farmers & Merchants Investments Inc
Nebraska
-$1.37K -103 Closed
MRCM
340
M&R Capital Management
New Jersey
-$1.33K -100 Closed
PWA
341
Provenance Wealth Advisors
Florida
-$705 -53 Closed
FFA
342
Farther Finance Advisors
California
-$639 -48 Closed
AssetMark Inc
343
AssetMark Inc
California
-$373 -28 Closed
CFGS
344
Concourse Financial Group Securities
Alabama
-$372 -28 Closed
VCM
345
Versant Capital Management
Arizona
-$253 -19 Closed
GWS
346
Glassman Wealth Services
Virginia
-$80 -6 Closed
IRC
347
Investors Research Corp
Georgia
-$13 -1 Closed

DOC Hedge Fund Activity: Q1 2024 in Review

9 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q1 2024, worth a combined $12M — down 100% from $2.85B a quarter earlier.

Sellers outnumbered buyers: 338 funds closed out of DOC and 4 opened new positions — a net loss of 334 holders — while 2 trimmed existing stakes and 2 added.

The largest buyer was CIBC World Markets, adding an estimated $2.61M. The largest seller was BlackRock, exiting entirely with an estimated $579M sold.

  • 9 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q1 2024, down from 347 in Q4 2023.
  • Funds reported $12M of PHYSICIANS REALTY TRUST stock for Q1 2024, down 100% quarter-over-quarter.
  • 4 funds opened new PHYSICIANS REALTY TRUST positions in Q1 2024 and 338 closed out, a net change of -334 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q1 2024 was CIBC World Markets, an estimated $2.61M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q1 2024 was BlackRock, an estimated $579M sold.

Based on aggregated 13F filings for Q1 2024.