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DOC

PHYSICIANS REALTY TRUST

Delisted

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

352 hedge funds and large institutions have $3.22B invested in PHYSICIANS REALTY TRUST in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 161 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

462% more call options, than puts

Call options by funds: $4.93M | Put options by funds: $878K

55% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 104

2% less funds holding

Funds holding: 360352 (-8)

6% less capital invested

Capital invested by funds: $3.41B → $3.22B (-$191M)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
352
Holders Change
-8
Holders Change %
-2.22%
% of All Funds
5.53%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
29
Increased
161
Reduced
104
Closed
33
Calls
$4.93M
Puts
$878K
Net Calls
+$4.05M
Net Calls Change
-$753K
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
76
Brinker Capital Investments
Pennsylvania
$4.11M +$357K +25,132 +9%
OPS
77
Orion Portfolio Solutions
Nebraska
$4.11M +$357K +25,132 +9%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$4.05M +$53.8K +3,785 +1%
State of Wisconsin Investment Board
79
State of Wisconsin Investment Board
Wisconsin
$4M -$58.2K -4,095 -1%
SWA
80
SFMG Wealth Advisors
Texas
$4M -$51.7K -3,636 -1%
Sumitomo Mitsui Trust Group
81
Sumitomo Mitsui Trust Group
Japan
$3.76M +$124K +8,731 +3%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$3.74M -$69.2K -4,873 -2%
MIM
83
MetLife Investment Management
New Jersey
$3.69M +$129K +9,061 +4%
Nomura Asset Management
84
Nomura Asset Management
Japan
$3.64M +$290K +20,400 +9%
AM
85
AGF Management
Ontario, Canada
$3.57M +$348K +24,480 +11%
BCM
86
Bridgeway Capital Management
Texas
$3.42M
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$3.41M +$219K +15,385 +7%
Stifel Financial
88
Stifel Financial
Missouri
$3.4M +$164K +11,546 +5%
MNG
89
Manning & Napier Group
New York
$3.29M +$3.34M +234,868 New
First Trust Advisors
90
First Trust Advisors
Illinois
$3.24M -$920K -64,761 -22%
Franklin Resources
91
Franklin Resources
California
$3.18M -$1.2M -84,277 -27%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$2.98M +$287K +20,206 +11%
TPSF
93
Texas Permanent School Fund
Texas
$2.94M +$73.9K +5,201 +3%
Canada Life
94
Canada Life
Manitoba, Canada
$2.93M -$152K -10,719 -5%
HighTower Advisors
95
HighTower Advisors
Illinois
$2.92M +$24.6K +1,731 +0.8%
Lord, Abbett & Co
96
Lord, Abbett & Co
New Jersey
$2.91M -$2.73M -192,299 -48%
Kovitz Investment Group Partners
97
Kovitz Investment Group Partners
Illinois
$2.73M -$27.6K -1,939 -1%
TA
98
Tectonic Advisors
Texas
$2.67M +$534K +37,590 +25%
AAM
99
Advisors Asset Management
Colorado
$2.52M -$60.3K -4,244 -2%
Amundi
100
Amundi
France
$2.51M +$181K +12,765 +8%

DOC Hedge Fund Activity: Q2 2023 in Review

352 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q2 2023, worth a combined $3.22B — down 5.6% from $3.41B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of DOC and 29 opened new positions — a net loss of 4 holders — while 104 trimmed existing stakes and 161 added.

The largest buyer was BlackRock, adding an estimated $21.5M. The largest seller was Van Lanschot Kempen Investment Management, cutting an estimated $11.1M.

  • 352 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q2 2023, down from 360 in Q1 2023.
  • Funds reported $3.22B of PHYSICIANS REALTY TRUST stock for Q2 2023, down 5.6% quarter-over-quarter.
  • 29 funds opened new PHYSICIANS REALTY TRUST positions in Q2 2023 and 33 closed out, a net change of -4 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q2 2023 was BlackRock, an estimated $21.5M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q2 2023 was Van Lanschot Kempen Investment Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2023.