DOC

PHYSICIANS REALTY TRUST
DOC

Overview Fund Activity
Delisted

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

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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 %
WT
351
Washington Trust
Rhode Island
$1.13K -$12 -1 -1%
EWA
352
EverSource Wealth Advisors
Alabama
$1.04K -$4.23K -347 -80%
PWA
353
Provenance Wealth Advisors
Florida
$658 +$658 +54 New
LC
354
Lindbrook Capital
California
$634 -$6.49K -532 -91%
PFBT
355
Parkside Financial Bank & Trust
Missouri
$378 +$378 +31 New
VCM
356
Versant Capital Management
Arizona
$232 – – –
ANBT
357
American National Bank & Trust
Texas
$122 – – –
HNB
358
Huntington National Bank
Ohio
$12 – – –
IRC
359
Investors Research Corp
Georgia
$12 – – –
Lord, Abbett & Co
360
Lord, Abbett & Co
New Jersey
– -$2.91M -207,768 Closed
MF
361
Magnetar Financial
Illinois
– -$1.58M -112,651 Closed
PL
362
Perpetual Ltd
Australia
– -$713K -50,940 Closed
JFG
363
Jefferies Financial Group
New York
– -$682K -48,726 Closed
VIA
364
Vident Investment Advisory
Georgia
– -$666K -47,604 Closed
IF
365
Insight Folios
North Carolina
– -$541K -38,671 Closed
Cerity Partners
366
Cerity Partners
New York
– -$307K -21,965 Closed
HF
367
HRT Financial
New York
– -$242K -17,331 Closed
I
368
InceptionR
California
– -$221K -16,052 Closed
VPIM
369
Vanguard Personalized Indexing Management
California
– -$222K -15,889 Closed
KWM
370
Keebeck Wealth Management
Illinois
– -$213K -15,234 Closed
1CM
371
1492 Capital Management
Wisconsin
– -$184K -13,137 Closed
WAM
372
Weiss Asset Management
Massachusetts
– -$163K -11,676 Closed
Creative Planning
373
Creative Planning
Kansas
– -$156K -11,154 Closed
WCM
374
Whitener Capital Management
North Carolina
– -$151K -10,800 Closed
CIP
375
Cornerstone Investment Partners
Georgia
– -$149K -10,684 Closed
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