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DOC

PHYSICIANS REALTY TRUST

Delisted

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

133 hedge funds and large institutions have $485M invested in PHYSICIANS REALTY TRUST in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 23

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

71% more call options, than puts

Call options by funds: $234K | Put options by funds: $137K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more capital invested

Capital invested by funds: $372M → $485M (+$113M)

10% more funds holding

Funds holding: 121133 (+12)

Holders
133
Holders Change
+12
Holders Change %
+9.92%
% of All Funds
3.86%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
24
Increased
76
Reduced
23
Closed
11
Calls
$234K
Puts
$137K
Net Calls
+$97K
Net Calls Change
+$265K
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$40.6M +$19M +1,325,272 +81%
Prudential Financial
2
Prudential Financial
New Jersey
$37.5M +$11.9M +831,557 +44%
Cohen & Steers
3
Cohen & Steers
New York
$24.5M +$15.2M +1,063,766 +147%
SAM
4
Silvercrest Asset Management
New York
$24.1M +$25.2M +1,758,982 New
BC
5
BHR Capital
New York
$24M +$3.86M +270,000 +18%
Vanguard Group
6
Vanguard Group
Pennsylvania
$18.8M +$8.19M +573,080 +72%
HRES
7
Heitman Real Estate Securities
Illinois
$18.8M +$4.1M +286,957 +27%
PFMOSF
8
Philadelphia Financial Management of San Francisco
California
$18M +$3.82M +266,971 +26%
Ameriprise
9
Ameriprise
Minnesota
$17.5M +$2.18M +152,338 +14%
BFA
10
BlackRock Fund Advisors
California
$16.3M +$4.17M +291,677 +32%
REMS
11
Real Estate Management Services
$16M +$1.18M +82,600 +8%
AAP
12
Ardsley Advisory Partners
Connecticut
$11.3M +$1.57M +110,000 +15%
SFM
13
Systematic Financial Management
New Jersey
$10.6M +$717K +50,165 +7%
O
14
OppenheimerFunds
New York
$10.6M +$1.06M +73,980 +11%
TCM
15
Tekla Capital Management
Massachusetts
$9.22M +$9.61M +671,702 New
MNA
16
Manning & Napier Advisors
New York
$8.38M +$840K +58,731 +11%
Millennium Management
17
Millennium Management
New York
$8.28M +$3.62M +252,865 +72%
State Street
18
State Street
Massachusetts
$7.39M +$1.84M +128,518 +31%
FAM
19
Fenimore Asset Management
New York
$6.82M -$30K -2,100 -0.4%
TAM
20
THB Asset Management
Connecticut
$6.72M -$24.6K -1,720 -0.4%
EWP
21
Edmunds White Partners
Virginia
$6.44M -$549K -38,407 -8%
CPP
22
Crow Point Partners
Massachusetts
$6.42M +$2.4M +167,500 +56%
BIT
23
BlackRock Institutional Trust
California
$5.78M +$676K +47,288 +13%
PCM
24
Perritt Capital Management
Illinois
$5.43M -$143K -9,996 -2%
Northern Trust
25
Northern Trust
Illinois
$5.37M +$606K +42,395 +12%

DOC Hedge Fund Activity: Q3 2014 in Review

133 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q3 2014, worth a combined $485M — up 30% from $372M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DOC positions and 11 closed out — a net gain of 13 holders — while 76 added to existing stakes and 23 trimmed.

The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $25.2M. The largest seller was Bank of Montreal, cutting an estimated $13.6M.

  • 133 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q3 2014, up from 121 in Q2 2014.
  • Funds reported $485M of PHYSICIANS REALTY TRUST stock for Q3 2014, up 30% quarter-over-quarter.
  • 24 funds opened new PHYSICIANS REALTY TRUST positions in Q3 2014 and 11 closed out, a net change of +13 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q3 2014 was Silvercrest Asset Management, an estimated $25.2M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q3 2014 was Bank of Montreal, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2014.