We are live on ! Find out more
DOC

PHYSICIANS REALTY TRUST

Delisted

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

317 hedge funds and large institutions have $2.6B invested in PHYSICIANS REALTY TRUST in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 117 increasing their positions, 102 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 38

15% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 102

7% more funds holding

Funds holding: 295317 (+22)

9% more call options, than puts

Call options by funds: $745K | Put options by funds: $685K

20% less capital invested

Capital invested by funds: $3.24B → $2.6B (-$646M)

Holders
317
Holders Change
+22
Holders Change %
+7.46%
% of All Funds
6.99%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
63
Increased
117
Reduced
102
Closed
38
Calls
$745K
Puts
$685K
Net Calls
+$60K
Net Calls Change
+$971K
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
26
Crawford Investment Counsel
Georgia
$20.9M -$258K -14,036 -0.9%
Fidelity International
27
Fidelity International
Bermuda
$20.6M -$429K -23,315 -2%
Charles Schwab
28
Charles Schwab
California
$20.3M +$1.93M +105,193 +8%
Bank of America
29
Bank of America
North Carolina
$19.4M +$6.03M +327,993 +31%
American Century Companies
30
American Century Companies
Missouri
$18.4M +$643K +34,999 +3%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$18.3M -$8.79M -478,035 -27%
Axa
32
Axa
France
$18.1M +$2.85M +155,301 +14%
ICOM
33
Investment Counselors of Maryland
Maryland
$17.4M +$130K +7,090 +0.6%
SFM
34
Systematic Financial Management
New Jersey
$16.6M +$730K +39,693 +3%
UIC
35
Uniplan Investment Counsel
Wisconsin
$16.5M +$2.83M +153,871 +15%
ClearBridge Investments
36
ClearBridge Investments
New York
$16.5M +$21.7M +1,179,898 +117,990%
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$16.1M +$513K +27,903 +2%
Legal & General Group
38
Legal & General Group
United Kingdom
$13.7M +$1.8M +98,078 +11%
WHG
39
Westwood Holdings Group
Texas
$13.7M -$5.08M -276,634 -22%
PP
40
Prudential plc
United Kingdom
$13.6M -$1.34M -72,640 -7%
RJA
41
Raymond James & Associates
Florida
$13.1M -$5.52M -300,160 -24%
SBH
42
Segall Bryant & Hamill
Illinois
$12.8M -$1.14M -61,961 -6%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.3M -$1.32M -71,631 -8%
Principal Financial Group
44
Principal Financial Group
Iowa
$10.9M -$1.36M -73,991 -9%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$10.5M +$3.3M +179,782 +31%
UBS AM
46
UBS AM
Illinois
$10.3M +$2.2M +119,615 +19%
VOYA Investment Management
47
VOYA Investment Management
Georgia
$9.88M -$2.05M -111,510 -14%
GC
48
Guggenheim Capital
Illinois
$9.86M -$512K -27,879 -4%
CIMLRA
49
CBRE Investment Management Listed Real Assets
Pennsylvania
$9.32M +$12.3M +668,896 New
SI
50
Sapience Investments
California
$8.9M -$1.06M -57,790 -8%

DOC Hedge Fund Activity: Q1 2020 in Review

317 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q1 2020, worth a combined $2.6B — down 20% from $3.24B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new DOC positions and 38 closed out — a net gain of 25 holders — while 117 added to existing stakes and 102 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $102M. The largest seller was PGGM Investments, exiting entirely with an estimated $118M sold.

  • 317 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q1 2020, up from 295 in Q4 2019.
  • Funds reported $2.6B of PHYSICIANS REALTY TRUST stock for Q1 2020, down 20% quarter-over-quarter.
  • 63 funds opened new PHYSICIANS REALTY TRUST positions in Q1 2020 and 38 closed out, a net change of +25 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q1 2020 was AllianceBernstein, an estimated $102M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q1 2020 was PGGM Investments, an estimated $118M sold.

Based on aggregated 13F filings for Q1 2020.