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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
Holocene Advisors
101
Holocene Advisors
New York
$2.48M -$8.41K -592 -0.3%
State of New Jersey Common Pension Fund D
102
State of New Jersey Common Pension Fund D
New Jersey
$2.45M +$166K +11,700 +7%
AAS
103
Annex Advisory Services
Wisconsin
$2.31M +$213 +15 +0%
ERSOT
104
Employees Retirement System of Texas
Texas
$2.13M +$739K +52,000 +52%
Truist Financial
105
Truist Financial
North Carolina
$2.1M -$16.9K -1,188 -0.8%
MIC
106
Meridian Investment Counsel
California
$2.06M +$286K +20,100 +16%
DCM
107
Dean Capital Management
Kansas
$2.05M -$82.2K -5,785 -4%
LCM
108
Legato Capital Management
California
$2.05M -$82.2K -5,785 -4%
AIP
109
Ameritas Investment Partners
Nebraska
$2.03M +$20.3K +1,426 +1%
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$2.02M +$75.1K +5,286 +4%
RBC
111
Romano Brothers & Co
Illinois
$2M +$46.5K +3,275 +2%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$2M -$505K -35,509 -20%
AB
113
Amalgamated Bank
New York
$1.99M -$28.3K -1,989 -1%
SOADOR
114
State of Alaska Department of Revenue
Alaska
$1.97M -$120K -8,476 -6%
LMGAM
115
Liberty Mutual Group Asset Management
Massachusetts
$1.96M
Wells Fargo
116
Wells Fargo
California
$1.96M +$511K +35,935 +34%
Mitsubishi UFJ Asset Management
117
Mitsubishi UFJ Asset Management
Japan
$1.95M +$154K +10,808 +8%
LPL Financial
118
LPL Financial
California
$1.9M -$245K -17,217 -11%
HSBC Holdings
119
HSBC Holdings
United Kingdom
$1.9M +$164K +11,533 +9%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$1.88M -$125K -8,776 -6%
HCA
121
Harbor Capital Advisors
Illinois
$1.87M +$1.9M +133,706 New
PFA
122
Peak Financial Advisors
Colorado
$1.87M +$389K +27,384 +26%
Teacher Retirement System of Texas
123
Teacher Retirement System of Texas
Texas
$1.83M -$71.4K -5,022 -4%
SCA
124
Sippican Capital Advisors
Massachusetts
$1.79M +$151K +10,612 +9%
Natixis Advisors
125
Natixis Advisors
Massachusetts
$1.69M +$151K +10,603 +10%

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.