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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
JMPWA
101
JP Morgan Private Wealth Advisors
California
$287K +$300K +20,950 New
BA
102
BlackRock Advisors
Delaware
$254K +$55.4K +3,871 +26%
Deutsche Bank
103
Deutsche Bank
Germany
$238K -$125K -8,726 -33%
Creative Planning
104
Creative Planning
Kansas
$226K +$85.8K +6,000 +57%
Nomura Asset Management
105
Nomura Asset Management
Japan
$206K +$62.9K +4,400 +41%
First Trust Advisors
106
First Trust Advisors
Illinois
$202K +$60.3K +4,216 +40%
ProShare Advisors
107
ProShare Advisors
Maryland
$185K -$43.5K -3,043 -18%
U
108
UBS
Switzerland
$168K +$175K +12,255 New
PPA
109
Parametric Portfolio Associates
Washington
$147K +$153K +10,707 New
T. Rowe Price Associates
110
T. Rowe Price Associates
Maryland
$144K
HighTower Advisors
111
HighTower Advisors
Illinois
$140K +$2.8K +196 +2%
GVT
112
Genesee Valley Trust
New York
$138K +$214 +15 +0.1%
US Bancorp
113
US Bancorp
Minnesota
$101K +$36.5K +2,555 +53%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$90K +$11.4K +800 +14%
Legal & General Group
115
Legal & General Group
United Kingdom
$66K +$68.4K +4,786 New
Mitsubishi UFJ Asset Management
116
Mitsubishi UFJ Asset Management
Japan
$51K +$10K +700 +23%
Credit Agricole
117
Credit Agricole
France
$47K +$8.58K +600 +21%
BJ
118
BlackRock Japan
Japan
$40K -$1.23K -86 -3%
Group One Trading
119
Group One Trading
Illinois
$40K +$41.3K +2,889 New
Citigroup
120
Citigroup
New York
$32K +$18.8K +1,312 +127%
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$30.4K +$29.2K +2,045 +1,217%
TSW
122
Thompson Siegel & Walmsley
Virginia
$25K
SAMC
123
Shinko Asset Management Company
Japan
$21K +$2.86K +200 +15%
BlackRock
124
BlackRock
New York
$19K +$3.07K +215 +19%
Barclays
125
Barclays
United Kingdom
$16K -$85.5K -5,981 -83%

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.