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DOC

PHYSICIANS REALTY TRUST

Delisted

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

170 hedge funds and large institutions have $1.08B invested in PHYSICIANS REALTY TRUST in 2015 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 97 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 34

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

56% more capital invested

Capital invested by funds: $688M → $1.08B (+$389M)

7% more funds holding

Funds holding: 159170 (+11)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

83% less call options, than puts

Call options by funds: $56K | Put options by funds: $320K

Holders
170
Holders Change
+11
Holders Change %
+6.92%
% of All Funds
4.53%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
27
Increased
97
Reduced
34
Closed
16
Calls
$56K
Puts
$320K
Net Calls
-$264K
Net Calls Change
-$502K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$127M +$38.2M +2,261,557 +46%
Cohen & Steers
2
Cohen & Steers
New York
$77.9M +$22.2M +1,312,375 +42%
Prudential Financial
3
Prudential Financial
New Jersey
$54.7M +$5.63M +333,634 +12%
N
4
Nuveen
North Carolina
$51.6M +$20.8M +1,234,343 +73%
SAM
5
Silvercrest Asset Management
New York
$38.8M +$4.02M +237,878 +12%
BC
6
BHR Capital
New York
$37.4M +$6.33M +375,000 +21%
HRES
7
Heitman Real Estate Securities
Illinois
$35.7M +$19.7M +1,168,718 +136%
BFA
8
BlackRock Fund Advisors
California
$35.7M +$10.9M +643,152 +46%
SFM
9
Systematic Financial Management
New Jersey
$33M +$18.8M +1,113,013 +147%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$25.9M +$19.4M +1,147,334 +354%
BIT
11
BlackRock Institutional Trust
California
$25.9M +$10.1M +600,482 +69%
O
12
OppenheimerFunds
New York
$25.5M +$11.3M +669,110 +86%
Millennium Management
13
Millennium Management
New York
$24.9M +$13.8M +818,152 +137%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$22.9M +$15.8M +936,030 +258%
State Street
15
State Street
Massachusetts
$21.6M +$8.74M +517,858 +73%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$20.7M +$19.8M +1,175,320 New
Victory Capital Management
17
Victory Capital Management
Texas
$19.8M +$17.3M +1,021,728 +991%
REMS
18
Real Estate Management Services
$18.7M -$793K -46,957 -4%
TCM
19
Tekla Capital Management
Massachusetts
$18.5M +$1.57M +92,900 +10%
Northern Trust
20
Northern Trust
Illinois
$16.6M +$5.72M +338,746 +56%
Daiwa Securities Group
21
Daiwa Securities Group
Japan
$14.5M +$9.91M +586,834 +249%
Wells Fargo
22
Wells Fargo
California
$13.6M +$260K +15,376 +2%
AAP
23
Ardsley Advisory Partners
Connecticut
$13.2M -$253K -15,000 -2%
MNA
24
Manning & Napier Advisors
New York
$12.6M +$1.94M +114,666 +19%
Ameriprise
25
Ameriprise
Minnesota
$11.3M -$9.18M -543,837 -46%

DOC Hedge Fund Activity: Q1 2015 in Review

170 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q1 2015, worth a combined $1.08B — up 56% from $688M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DOC positions and 16 closed out — a net gain of 11 holders — while 97 added to existing stakes and 34 trimmed.

The largest buyer was Vanguard Group, adding an estimated $38.2M. The largest seller was Philadelphia Financial Management of San Francisco, exiting entirely with an estimated $9.94M sold.

  • 170 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q1 2015, up from 159 in Q4 2014.
  • Funds reported $1.08B of PHYSICIANS REALTY TRUST stock for Q1 2015, up 56% quarter-over-quarter.
  • 27 funds opened new PHYSICIANS REALTY TRUST positions in Q1 2015 and 16 closed out, a net change of +11 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q1 2015 was Vanguard Group, an estimated $38.2M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q1 2015 was Philadelphia Financial Management of San Francisco, an estimated $9.94M sold.

Based on aggregated 13F filings for Q1 2015.