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DOC

PHYSICIANS REALTY TRUST

Delisted

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

220 hedge funds and large institutions have $2.47B invested in PHYSICIANS REALTY TRUST in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 91 increasing their positions, 76 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 76

6% less funds holding

Funds holding: 235220 (-15)

12% less capital invested

Capital invested by funds: $2.82B → $2.47B (-$348M)

31% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 29

57% less call options, than puts

Call options by funds: $381K | Put options by funds: $886K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
220
Holders Change
-15
Holders Change %
-6.38%
% of All Funds
5.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
91
Reduced
76
Closed
29
Calls
$381K
Puts
$886K
Net Calls
-$505K
Net Calls Change
+$38K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
101
Stifel Financial
Missouri
$2.28M +$1.16M +61,044 +103%
Kayne Anderson Rudnick Investment Management
102
Kayne Anderson Rudnick Investment Management
California
$2.25M -$19.6K -1,037 -0.9%
PCM
103
Polaris Capital Management
Massachusetts
$2.19M
First Trust Advisors
104
First Trust Advisors
Illinois
$2.11M -$825K -43,570 -28%
CCP
105
Clough Capital Partners
Massachusetts
$2.1M
AAM
106
Advisors Asset Management
Colorado
$2.09M +$65.7K +3,468 +3%
RJFSA
107
Raymond James Financial Services Advisors
Florida
$2.07M +$450K +23,777 +28%
TCM
108
Tributary Capital Management
Nebraska
$1.97M +$337K +17,800 +21%
Manulife (Manufacturers Life Insurance)
109
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.93M +$34.6K +1,826 +2%
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$1.91M -$17.8K -939 -0.9%
GLA
111
Great Lakes Advisors
Illinois
$1.91M +$2.9K +153 +0.2%
HI
112
Honeywell International
North Carolina
$1.88M
Credit Agricole
113
Credit Agricole
France
$1.87M +$499K +26,348 +36%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$1.85M -$285K -15,052 -13%
RGREA
115
Ranger Global Real Estate Advisors
Colorado
$1.8M +$1.8M +95,027 New
BT
116
Beacon Trust
New Jersey
$1.79M +$161K +8,490 +10%
SIA
117
Sit Investment Associates
Minnesota
$1.78M +$200K +10,575 +13%
Nomura Asset Management
118
Nomura Asset Management
Japan
$1.69M +$103K +5,420 +6%
NFA
119
Nationwide Fund Advisors
Ohio
$1.6M -$3.57M -188,469 -69%
AIG
120
American International Group
New York
$1.47M -$3.79K -200 -0.3%
Barclays
121
Barclays
United Kingdom
$1.46M -$62.1K -3,276 -4%
SWA
122
SFMG Wealth Advisors
Texas
$1.4M +$146K +7,730 +12%
Ninety One (UK)
123
Ninety One (UK)
United Kingdom
$1.39M
Balyasny Asset Management
124
Balyasny Asset Management
Illinois
$1.28M -$2.78M -146,750 -69%
Schroder Investment Management Group
125
Schroder Investment Management Group
United Kingdom
$1.16M +$1.16M +61,233 New

DOC Hedge Fund Activity: Q4 2016 in Review

220 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q4 2016, worth a combined $2.47B — down 12% from $2.82B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of DOC and 20 opened new positions — a net loss of 9 holders — while 76 trimmed existing stakes and 91 added.

The largest buyer was Invesco, adding an estimated $61.1M. The largest seller was Wellington Management Group, cutting an estimated $33.3M.

  • 220 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q4 2016, down from 235 in Q3 2016.
  • Funds reported $2.47B of PHYSICIANS REALTY TRUST stock for Q4 2016, down 12% quarter-over-quarter.
  • 20 funds opened new PHYSICIANS REALTY TRUST positions in Q4 2016 and 29 closed out, a net change of -9 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q4 2016 was Invesco, an estimated $61.1M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q4 2016 was Wellington Management Group, an estimated $33.3M sold.

Based on aggregated 13F filings for Q4 2016.