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DOC

PHYSICIANS REALTY TRUST

Delisted

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

250 hedge funds and large institutions have $2.6B invested in PHYSICIANS REALTY TRUST in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 86 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 86

3% less funds holding

Funds holding: 258250 (-8)

15% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 39

16% less capital invested

Capital invested by funds: $3.07B → $2.6B (-$478M)

69% less call options, than puts

Call options by funds: $520K | Put options by funds: $1.68M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
250
Holders Change
-8
Holders Change %
-3.1%
% of All Funds
5.73%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
98
Reduced
86
Closed
39
Calls
$520K
Puts
$1.68M
Net Calls
-$1.16M
Net Calls Change
-$386K
Name Holding Trade Value Shares
Change
Change in
Stake
PFC
176
Phocas Financial Corp
California
$276K -$7.45K -475 -3%
CSS
177
Cubist Systematic Strategies
Connecticut
$271K +$273K +17,421 New
TC
178
Telemus Capital
Michigan
$265K -$204K -13,000 -43%
HAIM
179
Hunter Associates Investment Management
Pennsylvania
$265K
PCMC
180
Paragon Capital Management (Colorado)
Colorado
$260K +$262K +16,697 New
Wolverine Trading
181
Wolverine Trading
Illinois
$257K +$259K +16,509 New
AWA
182
Arete Wealth Advisors
Illinois
$255K +$46.3K +2,950 +22%
CIBC Private Wealth Group
183
CIBC Private Wealth Group
Georgia
$253K -$107K -6,805 -30%
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$249K +$71.6K +4,567 +40%
Envestnet Asset Management
185
Envestnet Asset Management
Illinois
$246K -$467K -29,796 -65%
William Blair & Company
186
William Blair & Company
Illinois
$246K +$65.8K +4,200 +36%
CFB
187
Cullen/Frost Bankers
Texas
$246K +$248K +15,793 New
AIP
188
Ameritas Investment Partners
Nebraska
$240K
VIA
189
Vident Investment Advisory
Georgia
$225K +$234K +14,927 New
CIM
190
CIM Investment Management
Pennsylvania
$215K
ZCA
191
Zeke Capital Advisors
Pennsylvania
$215K +$33.6K +2,144 +18%
AG
192
Advisor Group
Arizona
$208K +$12.5K +796 +6%
BRWA
193
B. Riley Wealth Advisors
Florida
$194K +$195K +12,439 New
QI
194
QS Investors
New York
$187K
NAM
195
Nissay Asset Management
Japan
$180K +$11.3K +723 +7%
AWM
196
Avior Wealth Management
Nebraska
$175K +$30.4K +1,938 +21%
V
197
Veritable
Delaware
$170K +$171K +10,935 New
RFC
198
Regions Financial Corp
Alabama
$164K -$1.79K -114 -1%
PP
199
Prudential plc
United Kingdom
$162K
GCA
200
Greenwood Capital Associates
South Carolina
$160K -$7.79K -497 -5%

DOC Hedge Fund Activity: Q1 2018 in Review

250 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q1 2018, worth a combined $2.6B — down 16% from $3.07B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of DOC and 33 opened new positions — a net loss of 6 holders — while 86 trimmed existing stakes and 98 added.

The largest buyer was PGGM Investments, adding an estimated $27.1M. The largest seller was Brookfield Corp, exiting entirely with an estimated $70.8M sold.

  • 250 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q1 2018, down from 258 in Q4 2017.
  • Funds reported $2.6B of PHYSICIANS REALTY TRUST stock for Q1 2018, down 16% quarter-over-quarter.
  • 33 funds opened new PHYSICIANS REALTY TRUST positions in Q1 2018 and 39 closed out, a net change of -6 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q1 2018 was PGGM Investments, an estimated $27.1M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q1 2018 was Brookfield Corp, an estimated $70.8M sold.

Based on aggregated 13F filings for Q1 2018.