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DOC

PHYSICIANS REALTY TRUST

Delisted

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

347 hedge funds and large institutions have $2.85B invested in PHYSICIANS REALTY TRUST in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 106 increasing their positions, 137 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $712K

3% more capital invested

Capital invested by funds: $2.75B → $2.85B (+$92.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 361347 (-14)

11% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 62

23% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 137

Holders
347
Holders Change
-14
Holders Change %
-3.88%
% of All Funds
5.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
55
Increased
106
Reduced
137
Closed
62
Calls
$1.81M
Puts
$712K
Net Calls
+$1.1M
Net Calls Change
+$657K
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
176
Capital Investment Advisory Services
North Carolina
$621K +$14.1K +1,184 +3%
NMERB
177
New Mexico Educational Retirement Board
New Mexico
$620K
SG Americas Securities
178
SG Americas Securities
New York
$595K -$965K -81,254 -65%
OTPPB
179
Ontario Teachers' Pension Plan Board
Ontario, Canada
$594K +$257K +21,638 +94%
Baillie Gifford & Co
180
Baillie Gifford & Co
United Kingdom
$588K +$56K +4,715 +12%
Teacher Retirement System of Texas
181
Teacher Retirement System of Texas
Texas
$576K -$1.04M -87,622 -67%
ACM
182
AEW Capital Management
Massachusetts
$570K +$45K +3,790 +10%
Pathstone Holdings
183
Pathstone Holdings
New Jersey
$558K +$498K +41,922 New
MCM
184
McKinley Capital Management
Alaska
$552K +$13.2K +1,114 +3%
BFG
185
Beacon Financial Group
Texas
$550K -$77.6K -6,536 -14%
VA
186
Vident Advisory
Georgia
$549K -$9.39K -791 -2%
ETC
187
Exchange Traded Concepts
Oklahoma
$549K
LFGH
188
Lee Financial Group Hawaii
Hawaii
$545K +$67.3K +5,664 +16%
M&T Bank
189
M&T Bank
New York
$536K -$2.96K -249 -0.6%
Creative Planning
190
Creative Planning
Kansas
$516K +$461K +38,782 New
SCA
191
Sippican Capital Advisors
Massachusetts
$516K -$1.19M -100,161 -72%
BIA
192
Barry Investment Advisors
Massachusetts
$508K -$141K -11,896 -24%
RWP
193
RWA Wealth Partners
Massachusetts
$507K -$47.5K -4,000 -10%
Mariner
194
Mariner
Kansas
$468K +$69.2K +5,827 +20%
HC
195
Henshaw Capital
Massachusetts
$467K
SIA
196
Sit Investment Associates
Minnesota
$465K -$387K -32,600 -48%
Bank of Nova Scotia
197
Bank of Nova Scotia
Ontario, Canada
$465K +$31.5K +2,654 +8%
X
198
Xponance
Pennsylvania
$456K +$2.1K +177 +0.5%
BPCE
199
Bank Pictet & Cie (Europe)
Germany
$451K
SIC
200
Samalin Investment Counsel
New York
$445K +$72.2K +6,076 +22%

DOC Hedge Fund Activity: Q4 2023 in Review

347 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q4 2023, worth a combined $2.85B — up 3.4% from $2.75B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of DOC and 55 opened new positions — a net loss of 7 holders — while 137 trimmed existing stakes and 106 added.

The largest buyer was BlackRock, adding an estimated $35.9M. The largest seller was AllianceBernstein, cutting an estimated $87.1M.

  • 347 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q4 2023, down from 361 in Q3 2023.
  • Funds reported $2.85B of PHYSICIANS REALTY TRUST stock for Q4 2023, up 3.4% quarter-over-quarter.
  • 55 funds opened new PHYSICIANS REALTY TRUST positions in Q4 2023 and 62 closed out, a net change of -7 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q4 2023 was BlackRock, an estimated $35.9M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q4 2023 was AllianceBernstein, an estimated $87.1M sold.

Based on aggregated 13F filings for Q4 2023.