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DOC

PHYSICIANS REALTY TRUST

Delisted

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

99 hedge funds and large institutions have $206M invested in PHYSICIANS REALTY TRUST in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

126% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 19

15% more funds holding

Funds holding: 8699 (+13)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less capital invested

Capital invested by funds: $216M → $206M (-$9.76M)

89% less call options, than puts

Call options by funds: $28K | Put options by funds: $244K

Holders
99
Holders Change
+13
Holders Change %
+15.12%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
20
Increased
43
Reduced
19
Closed
6
Calls
$28K
Puts
$244K
Net Calls
-$216K
Net Calls Change
-$32K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$24.1M +$153K +11,778 +0.7%
Prudential Financial
2
Prudential Financial
New Jersey
$17.1M +$226K +17,377 +1%
Ameriprise
3
Ameriprise
Minnesota
$10.1M -$271K -20,818 -3%
REMS
4
Real Estate Management Services
$9.46M
AAP
5
Ardsley Advisory Partners
Connecticut
$8.56M
BFA
6
BlackRock Fund Advisors
California
$8.27M +$174K +13,371 +2%
FAM
7
Fenimore Asset Management
New York
$6.88M +$487K +37,450 +8%
EWP
8
Edmunds White Partners
Virginia
$6.86M -$6.5K -500 -0.1%
BC
9
BHR Capital
New York
$6.68M
TAM
10
THB Asset Management
Connecticut
$6.59M -$30.3K -2,330 -0.5%
Vanguard Group
11
Vanguard Group
Pennsylvania
$6.5M +$714K +54,971 +13%
O
12
OppenheimerFunds
New York
$6.38M +$105K +8,060 +2%
PCM
13
Perritt Capital Management
Illinois
$5.68M
CPP
14
Crow Point Partners
Massachusetts
$4.18M +$3.9M +300,000 New
1CM
15
1492 Capital Management
Wisconsin
$4.05M +$209K +16,067 +6%
MNA
16
Manning & Napier Advisors
New York
$3.88M +$1.14M +88,045 +46%
State Street
17
State Street
Massachusetts
$3.72M +$665K +51,143 +24%
Millennium Management
18
Millennium Management
New York
$3.68M +$735K +56,562 +27%
CPIM
19
Columbia Partners Investment Management
Virginia
$3.56M -$1.44M -110,865 -30%
Northern Trust
20
Northern Trust
Illinois
$3.24M +$284K +21,879 +10%
SFM
21
Systematic Financial Management
New Jersey
$3.19M +$2.98M +229,471 New
N
22
Nuveen
North Carolina
$3.16M +$326K +25,048 +12%
GPCM
23
Granite Point Capital Management
Massachusetts
$2.83M -$1.45M -111,400 -35%
SC
24
Scholtz & Company
Connecticut
$2.82M +$2.63M +202,600 New
BIT
25
BlackRock Institutional Trust
California
$2.81M +$568K +43,707 +28%

DOC Hedge Fund Activity: Q1 2014 in Review

99 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q1 2014, worth a combined $206M — down 4.5% from $216M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DOC positions and 6 closed out — a net gain of 14 holders — while 43 added to existing stakes and 19 trimmed.

The largest buyer was Systematic Financial Management, opening a new position worth an estimated $2.98M. The largest seller was William Blair & Company, exiting entirely with an estimated $43.4M sold.

  • 99 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q1 2014, up from 86 in Q4 2013.
  • Funds reported $206M of PHYSICIANS REALTY TRUST stock for Q1 2014, down 4.5% quarter-over-quarter.
  • 20 funds opened new PHYSICIANS REALTY TRUST positions in Q1 2014 and 6 closed out, a net change of +14 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q1 2014 was Systematic Financial Management, an estimated $2.98M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q1 2014 was William Blair & Company, an estimated $43.4M sold.

Based on aggregated 13F filings for Q1 2014.