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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
UBS Group
51
UBS Group
Switzerland
$7.01M +$2.26M +190,186 +57%
MOACM
52
Mutual of America Capital Management
New York
$6.4M -$164K -13,810 -3%
Swiss National Bank
53
Swiss National Bank
Switzerland
$6.25M -$644K -54,200 -10%
MCM
54
Marathon Capital Management
Maryland
$6.06M -$90.4K -7,611 -2%
AIG
55
American International Group
New York
$5.84M -$169K -14,243 -3%
CYG
56
Clean Yield Group
Vermont
$5.77M -$549K -46,254 -10%
MPI
57
Mairs & Power Inc
Minnesota
$5.62M -$106K -8,901 -2%
Marshall Wace
58
Marshall Wace
United Kingdom
$5.22M -$127K -10,672 -3%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$5.15M -$1.39M -116,776 -23%
CS
60
Credit Suisse
Switzerland
$4.97M -$1.88M -158,071 -30%
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.77M -$111K -9,354 -3%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$4.6M
Tudor Investment Corp
63
Tudor Investment Corp
Connecticut
$4.36M +$3.2M +269,013 +461%
State of Wisconsin Investment Board
64
State of Wisconsin Investment Board
Wisconsin
$4.33M +$677K +57,013 +21%
BCI
65
Brinker Capital Investments
Pennsylvania
$4.33M -$699K -58,824 -15%
OPS
66
Orion Portfolio Solutions
Nebraska
$4.33M -$699K -58,824 -15%
Grantham, Mayo, Van Otterloo & Co (GMO)
67
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.23M +$3.78M +317,848 New
TAM
68
Tocqueville Asset Management
New York
$4.05M -$787K -66,255 -18%
Retirement Systems of Alabama
69
Retirement Systems of Alabama
Alabama
$3.98M +$11.4K +956 +0.3%
TA
70
Tectonic Advisors
Texas
$3.89M +$488K +41,117 +16%
NIG
71
NFJ Investment Group
Texas
$3.86M +$3.45M +290,127 New
AM
72
AGF Management
Ontario, Canada
$3.81M +$759K +63,896 +29%
Sumitomo Mitsui Trust Group
73
Sumitomo Mitsui Trust Group
Japan
$3.75M +$230K +19,378 +7%
RJA
74
Raymond James & Associates
Florida
$3.72M -$781K -65,726 -19%
AGC
75
Angelo Gordon & Co
New York
$3.71M +$3.31M +279,000 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.