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DOC

PHYSICIANS REALTY TRUST

Delisted

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

235 hedge funds and large institutions have $2.82B invested in PHYSICIANS REALTY TRUST in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 101 increasing their positions, 78 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 78

5% more capital invested

Capital invested by funds: $2.69B → $2.82B (+$128M)

2% less funds holding

Funds holding: 241235 (-6)

10% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 30

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

50% less call options, than puts

Call options by funds: $542K | Put options by funds: $1.08M

Holders
235
Holders Change
-6
Holders Change %
-2.49%
% of All Funds
6.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
27
Increased
101
Reduced
78
Closed
30
Calls
$542K
Puts
$1.08M
Net Calls
-$543K
Net Calls Change
-$548K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$446M +$15.3M +721,504 +4%
Cohen & Steers
2
Cohen & Steers
New York
$262M -$7.6M -359,524 -3%
Principal Financial Group
3
Principal Financial Group
Iowa
$152M +$11.2M +531,308 +8%
Invesco
4
Invesco
Georgia
$97.2M +$85.7M +4,055,172 +887%
BFA
5
BlackRock Fund Advisors
California
$96.4M +$21M +995,055 +29%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$94.9M -$397K -18,778 -0.4%
BIT
7
BlackRock Institutional Trust
California
$94.8M +$889K +42,041 +1%
SAM
8
Silvercrest Asset Management
New York
$71.9M +$3.52M +166,704 +5%
State Street
9
State Street
Massachusetts
$59M +$6.63M +313,707 +13%
PI
10
PGGM Investments
Netherlands
$58.7M +$57.6M +2,724,000 New
Prudential Financial
11
Prudential Financial
New Jersey
$57.2M -$4.02M -190,191 -7%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$50.9M +$1.2M +56,646 +2%
Goldman Sachs
13
Goldman Sachs
New York
$49.7M -$16.9M -799,507 -26%
Northern Trust
14
Northern Trust
Illinois
$48.4M +$1.56M +73,707 +3%
O
15
OppenheimerFunds
New York
$41.7M +$4.52M +213,540 +12%
HRES
16
Heitman Real Estate Securities
Illinois
$36.7M +$11M +520,550 +44%
American Century Companies
17
American Century Companies
Missouri
$34.7M -$8.73M -412,946 -20%
Bank of America
18
Bank of America
North Carolina
$33M +$3.95M +187,017 +14%
SAMC
19
Shinko Asset Management Company
Japan
$32M +$28.3M +1,337,810 +897%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$30.9M +$3.41M +161,271 +13%
Norges Bank
21
Norges Bank
Norway
$27.5M +$740K +35,000 +3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$27.2M -$17.8M -843,315 -40%
SFM
23
Systematic Financial Management
New Jersey
$26.1M -$20.6M -974,096 -45%
MFIMFI
24
Mesirow Financial Investment Management - Fixed Income
Illinois
$25.8M -$1M -47,355 -4%
BG
25
BlackRock Group
United Kingdom
$25.2M +$465K +21,972 +2%

DOC Hedge Fund Activity: Q3 2016 in Review

235 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q3 2016, worth a combined $2.82B — up 4.7% from $2.69B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of DOC and 27 opened new positions — a net loss of 3 holders — while 78 trimmed existing stakes and 101 added.

The largest buyer was Invesco, adding an estimated $85.7M. The largest seller was Brookfield Corp, cutting an estimated $76.4M.

  • 235 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q3 2016, down from 241 in Q2 2016.
  • Funds reported $2.82B of PHYSICIANS REALTY TRUST stock for Q3 2016, up 4.7% quarter-over-quarter.
  • 27 funds opened new PHYSICIANS REALTY TRUST positions in Q3 2016 and 30 closed out, a net change of -3 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q3 2016 was Invesco, an estimated $85.7M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q3 2016 was Brookfield Corp, an estimated $76.4M sold.

Based on aggregated 13F filings for Q3 2016.