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DOC

PHYSICIANS REALTY TRUST

Delisted

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

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: 22 (0)

4% less funds holding

Funds holding: 361347 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
26
GW&K Investment Management
Massachusetts
$20.4M -$7.44M -626,085 -29%
UBS AM
27
UBS AM
Illinois
$20.1M +$1.78M +150,012 +11%
Bank of America
28
Bank of America
North Carolina
$19.9M -$237K -19,930 -1%
Mitsubishi UFJ Trust & Banking
29
Mitsubishi UFJ Trust & Banking
Japan
$19.1M +$9.27M +780,356 +119%
Invesco
30
Invesco
Georgia
$19.1M -$206K -17,363 -1%
VCM
31
V3 Capital Management
Texas
$18.5M -$15.4K -1,300 -0.1%
NAM
32
Nexpoint Asset Management
Texas
$16.3M +$14.5M +1,222,631 New
SBH
33
Segall Bryant & Hamill
Illinois
$15.3M -$1.77M -149,025 -11%
Axa
34
Axa
France
$15.2M -$2.3M -193,790 -14%
Ameriprise
35
Ameriprise
Minnesota
$14.7M +$916K +77,145 +8%
LI
36
Leeward Investments
Massachusetts
$13M +$11.6M +979,530 New
FG
37
Foresight Group
United Kingdom
$12.6M +$11M +924,898 New
Aberdeen Group
38
Aberdeen Group
United Kingdom
$12.2M +$10.3M +869,631 +1,749%
N
39
Nuveen
North Carolina
$12.2M +$2.33M +196,146 +27%
Principal Financial Group
40
Principal Financial Group
Iowa
$11.9M -$65.2K -5,485 -0.6%
Barclays
41
Barclays
United Kingdom
$11.6M +$8M +673,277 +342%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$11.3M -$208K -17,548 -2%
MIIM
43
Mesirow Institutional Investment Management
Illinois
$11.2M -$378K -31,803 -4%
Alyeska Investment Group
44
Alyeska Investment Group
Illinois
$11.2M +$9.98M +840,544 New
VLKIM
45
Van Lanschot Kempen Investment Management
Netherlands
$10.9M -$4.37M -368,232 -31%
First Eagle Investment Management
46
First Eagle Investment Management
New York
$10M -$178K -15,000 -2%
Mirae Asset Global Investments
47
Mirae Asset Global Investments
South Korea
$9.57M +$179K +15,053 +2%
Asset Management One
48
Asset Management One
Japan
$8.77M +$759K +63,915 +11%
IP
49
Isthmus Partners
Wisconsin
$8.51M +$754K +63,493 +11%
HIG
50
Herr Investment Group
Texas
$7.18M +$6.4M +539,142 New

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.