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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
VanEck Associates
201
VanEck Associates
New York
$444K +$65.2K +5,485 +20%
HB
202
HTLF Bank
Colorado
$436K +$389K +32,748 New
SC
203
Sagefield Capital
Texas
$419K +$374K +31,500 New
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$419K -$142K -11,974 -28%
DBIA
205
Dumont & Blake Investment Advisors
New Jersey
$413K -$17.7K -1,490 -5%
Prudential Financial
206
Prudential Financial
New Jersey
$412K -$15.5K -1,309 -4%
KeyBank National Association
207
KeyBank National Association
Ohio
$411K -$630 -53 -0.2%
OAM
208
Oppenheimer Asset Management
New York
$404K -$173K -14,584 -32%
TSS
209
Two Sigma Securities
New York
$394K +$352K +29,625 New
NAM
210
Nissay Asset Management
Japan
$391K +$15K +1,261 +4%
Fidelity Investments
211
Fidelity Investments
Massachusetts
$391K +$227K +19,112 +186%
MNBTD
212
Moody National Bank Trust Division
Texas
$387K +$107K +9,031 +45%
II
213
Inspire Investing
Idaho
$381K +$40.5K +3,406 +14%
VF
214
Virtu Financial
New York
$372K +$332K +27,974 New
PA
215
Pinnacle Associates
New York
$362K -$18.3K -1,543 -5%
Russell Investments Group
216
Russell Investments Group
United Kingdom
$339K -$262K -22,094 -46%
Public Employees Retirement Association of Colorado
217
Public Employees Retirement Association of Colorado
Colorado
$331K
CAN
218
Cetera Advisor Networks
California
$325K -$19K -1,598 -6%
Wealth Enhancement Advisory Services
219
Wealth Enhancement Advisory Services
Minnesota
$324K +$289K +24,324 New
AUB
220
Atlantic Union Bankshares
Virginia
$318K
BRWA
221
B. Riley Wealth Advisors
Florida
$317K +$75.5K +6,354 +36%
VI
222
Vestcor Inc
New Brunswick, Canada
$308K +$275K +23,154 New
OAM
223
Oxford Asset Management
United Kingdom
$307K +$274K +23,088 New
KIA
224
Kraematon Investment Advisors
Massachusetts
$306K -$130K -10,974 -32%
Toronto Dominion Bank
225
Toronto Dominion Bank
Ontario, Canada
$303K -$40.8K -3,435 -13%

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.