We are live on ! Find out more
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
AG
176
Aperio Group
California
$198K -$871 -46 -0.4%
JG
177
Jefferies Group
New York
$197K +$197K +10,400 New
NFA
178
Nuveen Fund Advisors
Illinois
$191K -$29.6K -1,565 -13%
IWMPD
179
Integrated Wealth Management (Palm Desert)
California
$190K
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$145K +$1.78K +94 +1%
QT
181
Quantbot Technologies
New York
$130K +$131K +6,908 New
FAM
182
Fortaleza Asset Management
Illinois
$119K
H
183
Hexavest
Quebec, Canada
$115K
BJ
184
BlackRock Japan
Japan
$110K -$17.3K -912 -14%
MFS
185
MSI Financial Services
Massachusetts
$102K +$5.32K +281 +6%
DAM
186
Delta Asset Management
Tennessee
$95K
FNBT
187
FineMark National Bank & Trust
Florida
$81K -$6.33K -334 -7%
TRCT
188
Tower Research Capital (TRC)
New York
$74K +$71.6K +3,780 +3,780%
Creative Planning
189
Creative Planning
Kansas
$66K -$13.7K -724 -17%
BIG
190
Bellwether Investment Group
Tennessee
$59K +$59.1K +3,120 New
HFM
191
Harvest Fund Management
China
$46K +$45.5K +2,400 New
LTFS
192
Ladenburg Thalmann Financial Services
Florida
$42K -$184K -9,727 -82%
NIT
193
NumerixS Investment Technologies
British Columbia, Canada
$42K +$41.7K +2,200 New
Nisa Investment Advisors
194
Nisa Investment Advisors
Missouri
$40K +$18.9K +1,000 +91%
TSW
195
Thompson Siegel & Walmsley
Virginia
$34K
BFEC
196
Benjamin F. Edwards & Company
Missouri
$32K
BL
197
Balentine LLC
Georgia
$23K +$22.5K +1,190 New
PFBT
198
Parkside Financial Bank & Trust
Missouri
$21K -$11.9K -630 -36%
ERSOT
199
Employees Retirement System of Texas
Texas
$19K -$5.15M -272,000 -100%
SIM
200
Sonora Investment Management
Arizona
$19K -$47.4K -2,500 -71%

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.