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DOC

PHYSICIANS REALTY TRUST
DOC

Delisted

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

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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: 2 → 2 (0)

4% less funds holding

Funds holding: 361 → 347 (-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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$35.9M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$27.9M
3
Morgan Stanley
Morgan Stanley
New York
+$23.1M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$20.2M
5
NAM
Nexpoint Asset Management
Texas
+$14.5M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$87.1M
2
CCM
Channing Capital Management
Illinois
-$52.3M
3
American Century Companies
American Century Companies
Missouri
-$39.3M
4
Northern Trust
Northern Trust
Illinois
-$14.1M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$13.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
401
Clearstead Advisors
Ohio
– -$4.12K -338 Closed
CSPIA
402
Cary Street Partners Investment Advisory
Virginia
– -$3.17K -260 Closed
BAAM
403
Baker Avenue Asset Management
California
– -$2.99K -245 Closed
JFGIW
404
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$2.44K -200 Closed
MIA
405
Milestone Investment Advisors
Wisconsin
– -$1.22K -100 Closed
WT
406
Washington Trust
Rhode Island
– -$1.13K -93 Closed
PFBT
407
Parkside Financial Bank & Trust
Missouri
– -$378 -31 Closed
ANBT
408
American National Bank & Trust
Texas
– -$122 -10 Closed
13 14 15 16
17

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.