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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
AAIM
176
American Assets Investment Management
California
$700K
RCAG
177
Rehmann Capital Advisory Group
Michigan
$693K
JFG
178
Jefferies Financial Group
New York
$682K +$692K +48,726 New
Aberdeen Group
179
Aberdeen Group
United Kingdom
$679K +$89K +6,263 +15%
BFG
180
Beacon Financial Group
Texas
$667K +$18.3K +1,290 +3%
VIA
181
Vident Investment Advisory
Georgia
$666K +$6.56K +462 +1%
Handelsbanken Fonder
182
Handelsbanken Fonder
Sweden
$660K +$138K +9,700 +26%
JMPWA
183
JP Morgan Private Wealth Advisors
California
$659K -$497K -34,984 -43%
CAPTRUST Financial Advisors
184
CAPTRUST Financial Advisors
North Carolina
$655K -$34.5K -2,430 -5%
NMERB
185
New Mexico Educational Retirement Board
New Mexico
$652K +$75.3K +5,300 +13%
OAM
186
Oppenheimer Asset Management
New York
$636K +$22.3K +1,569 +4%
ProShare Advisors
187
ProShare Advisors
Maryland
$628K +$63.8K +4,493 +11%
RWP
188
RWA Wealth Partners
Massachusetts
$575K +$584K +41,094 New
Pacer Advisors
189
Pacer Advisors
Pennsylvania
$574K +$583K +41,000 New
PS
190
Pensionfund Sabic
Netherlands
$560K
TRSOTSOK
191
Teachers Retirement System of the State of Kentucky
Kentucky
$560K +$53K +3,731 +10%
YIH
192
Y-Intercept (HK)
Hong Kong
$558K +$567K +39,896 New
MCM
193
McKinley Capital Management
Alaska
$558K -$2.07K -146 -0.4%
PFO
194
Pathstone Family Office
New Jersey
$543K +$41.4K +2,916 +8%
IF
195
Insight Folios
North Carolina
$541K +$208K +14,614 +61%
MML Investors Services
196
MML Investors Services
Massachusetts
$523K +$207K +14,588 +64%
KIA
197
Kraematon Investment Advisors
Massachusetts
$514K +$4.13K +291 +0.8%
PCM
198
Penserra Capital Management
California
$514K +$121K +8,509 +29%
SMDAM
199
Sumitomo Mitsui DS Asset Management
Japan
$512K
AWS
200
Atria Wealth Solutions
New York
$503K +$6.88K +484 +1%

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.