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DOC

PHYSICIANS REALTY TRUST

Delisted

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

133 hedge funds and large institutions have $485M invested in PHYSICIANS REALTY TRUST in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 23

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

71% more call options, than puts

Call options by funds: $234K | Put options by funds: $137K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more capital invested

Capital invested by funds: $372M → $485M (+$113M)

10% more funds holding

Funds holding: 121133 (+12)

Holders
133
Holders Change
+12
Holders Change %
+9.92%
% of All Funds
3.86%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
24
Increased
76
Reduced
23
Closed
11
Calls
$234K
Puts
$137K
Net Calls
+$97K
Net Calls Change
+$265K
Name Holding Trade Value Shares
Change
Change in
Stake
NIP
51
Nicholas Investment Partners
California
$1.84M +$1.92M +134,140 New
Asset Management One
52
Asset Management One
Japan
$1.79M +$423K +29,612 +30%
KCM
53
Keane Capital Management
North Carolina
$1.69M
AQR Capital Management
54
AQR Capital Management
Connecticut
$1.62M +$1.69M +118,380 New
Nomura Holdings
55
Nomura Holdings
Japan
$1.6M +$1.67M +116,500 New
BRWM
56
B. Riley Wealth Management
Tennessee
$1.54M +$13K +912 +0.8%
YMRC
57
Yorktown Management & Research Company
Virginia
$1.54M +$71.5K +5,000 +5%
DGHMC
58
Dalton, Greiner, Hartman, Maher & Co
New York
$1.53M +$394K +27,583 +33%
MCM
59
Munder Capital Management
Michigan
$1.42M +$185K +12,913 +14%
TIAAOA
60
Teachers Insurance & Annuity Association of America
New York
$1.41M +$480K +33,563 +48%
WA
61
Wasatch Advisors
Utah
$1.37M -$286K -20,000 -17%
Bank of America
62
Bank of America
North Carolina
$1.35M +$826K +57,782 +141%
SO
63
STRS Ohio
Ohio
$1.34M +$653K +45,631 +88%
Axa
64
Axa
France
$1.22M +$229K +16,000 +22%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$1.2M +$355K +24,859 +40%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$1.07M +$525K +36,745 +89%
WPC
67
White Pine Capital
Minnesota
$1.06M +$183K +12,800 +20%
FWIA
68
Fort Washington Investment Advisors
Ohio
$1.03M +$762K +53,300 +248%
BREA
69
Barings Real Estate Advisers
Connecticut
$991K +$80.5K +5,630 +8%
FAM
70
Fortaleza Asset Management
Illinois
$983K +$1.02M +71,640 New
Charles Schwab
71
Charles Schwab
California
$863K
Citadel Advisors
72
Citadel Advisors
Florida
$798K -$123K -8,586 -13%
HFS
73
HL Financial Services
Kentucky
$794K +$144K +10,077 +21%
Allianz Asset Management
74
Allianz Asset Management
Germany
$779K -$56.9K -3,980 -7%
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$756K -$745K -52,077 -49%

DOC Hedge Fund Activity: Q3 2014 in Review

133 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q3 2014, worth a combined $485M — up 30% from $372M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DOC positions and 11 closed out — a net gain of 13 holders — while 76 added to existing stakes and 23 trimmed.

The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $25.2M. The largest seller was Bank of Montreal, cutting an estimated $13.6M.

  • 133 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q3 2014, up from 121 in Q2 2014.
  • Funds reported $485M of PHYSICIANS REALTY TRUST stock for Q3 2014, up 30% quarter-over-quarter.
  • 24 funds opened new PHYSICIANS REALTY TRUST positions in Q3 2014 and 11 closed out, a net change of +13 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q3 2014 was Silvercrest Asset Management, an estimated $25.2M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q3 2014 was Bank of Montreal, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2014.