DOC

PHYSICIANS REALTY TRUST
DOC

Overview Fund Activity
Delisted

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

Back to rankings

360 hedge funds and large institutions have $2.75B invested in PHYSICIANS REALTY TRUST in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 127 increasing their positions, 142 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
5.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
38
Increased
127
Reduced
142
Closed
26
Calls
$1.44M
Puts
$997K
Net Calls
+$439K
Net Calls Change
-$3.62M

Top Buyers

1
CIC
Crawford Investment Counsel
Georgia
$24.7M
2
First Eagle Investment Management
First Eagle Investment Management
New York
$9.34M
3
PIWA
Prevail Innovative Wealth Advisors
Kansas
$2.81M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$67.8M
5
Morgan Stanley
Morgan Stanley
New York
$24.1M

Top Sellers

1
ACM
AEW Capital Management
Massachusetts
$475K
2
VCM
V3 Capital Management
Texas
$17M
3
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$14.5M
4
EIP
Epoch Investment Partners
New York
$6.51M
5
Barclays
Barclays
United Kingdom
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baillie Gifford & Co
201
Baillie Gifford & Co
United Kingdom
$481K +$84.5K +6,929 +21%
ACM
202
AEW Capital Management
Massachusetts
$475K -$18.2M -1,493,775 -97%
LFGH
203
Lee Financial Group Hawaii
Hawaii
$431K +$500 +41 +0.1%
DBT
204
Dubuque Bank & Trust
Iowa
$430K -$376K -30,842 -47%
WB
205
WesBanco Bank
West Virginia
$426K – – –
X
206
Xponance
Pennsylvania
$415K -$9.48K -778 -2%
KIA
207
Kraematon Investment Advisors
Massachusetts
$414K -$34.2K -2,807 -8%
BPCE
208
Bank Pictet & Cie (Europe)
Germany
$413K -$20.3K -1,665 -5%
AIM
209
Aigen Investment Management
New York
$398K +$398K +32,654 New
DBIA
210
Dumont & Blake Investment Advisors
New Jersey
$397K -$5.11K -419 -1%
Prudential Financial
211
Prudential Financial
New Jersey
$394K -$11.2K -915 -3%
Bank of Nova Scotia
212
Bank of Nova Scotia
Ontario, Canada
$393K -$38.8K -3,183 -9%
KeyBank National Association
213
KeyBank National Association
Ohio
$377K -$744 -61 -0.2%
PFO
214
Pathstone Family Office
New Jersey
$369K -$104K -8,538 -22%
JPMPWA
215
J.P. Morgan Private Wealth Advisors
California
$366K -$208K -17,044 -36%
Mariner
216
Mariner
Kansas
$357K -$252K -20,707 -41%
PA
217
Pinnacle Associates
New York
$350K -$11.6K -950 -3%
Squarepoint
218
Squarepoint
New York
$347K +$201K +16,469 +137%
NAM
219
Nissay Asset Management
Japan
$343K +$22.6K +1,857 +7%
VanEck Associates
220
VanEck Associates
New York
$340K +$14.1K +1,155 +4%
PFA
221
Peak Financial Advisors
Colorado
$340K -$1.29M -105,445 -79%
SIC
222
Samalin Investment Counsel
New York
$333K +$29K +2,376 +10%
Toronto Dominion Bank
223
Toronto Dominion Bank
Ontario, Canada
$319K +$3.51K +288 +1%
CAN
224
Cetera Advisor Networks
California
$317K +$5.11K +419 +2%
II
225
Inspire Investing
Idaho
$307K +$30.4K +2,491 +11%
7 8
9
10 11