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DOC

PHYSICIANS REALTY TRUST

Delisted

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

239 hedge funds and large institutions have $3B invested in PHYSICIANS REALTY TRUST in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 116 increasing their positions, 61 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 61

1% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $1.04M

7% less funds holding

Funds holding: 258239 (-19)

12% less capital invested

Capital invested by funds: $3.41B → $3B (-$406M)

32% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 44

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
239
Holders Change
-19
Holders Change %
-7.36%
% of All Funds
5.96%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
116
Reduced
61
Closed
44
Calls
$1.02M
Puts
$1.04M
Net Calls
-$15K
Net Calls Change
-$148K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$497M +$24.5M +1,326,787 +5%
BlackRock
2
BlackRock
New York
$289M +$33.3M +1,804,799 +12%
Cohen & Steers
3
Cohen & Steers
New York
$230M +$26.9M +1,458,455 +13%
Principal Financial Group
4
Principal Financial Group
Iowa
$159M +$4.61M +250,054 +3%
Invesco
5
Invesco
Georgia
$128M -$4.19M -226,794 -3%
Northern Trust
6
Northern Trust
Illinois
$73.2M +$10.3M +560,602 +16%
N
7
Nuveen
North Carolina
$73M +$42.4M +2,295,143 +126%
SAM
8
Silvercrest Asset Management
New York
$72.5M +$4.68M +253,535 +7%
State Street
9
State Street
Massachusetts
$68M +$6.28M +340,397 +10%
PI
10
PGGM Investments
Netherlands
$48.3M
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$43.4M -$24.6M -1,331,732 -35%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$43.3M -$6.44M -349,211 -13%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$41M +$3.51M +190,140 +9%
Prudential Financial
14
Prudential Financial
New Jersey
$40.4M +$3.77M +204,130 +10%
B
15
Barings
North Carolina
$38.9M -$1.59M -86,042 -4%
HRES
16
Heitman Real Estate Securities
Illinois
$37.6M +$7.27M +393,750 +23%
Aberdeen Group
17
Aberdeen Group
United Kingdom
$36.5M +$38M +2,058,472 New
Daiwa Securities Group
18
Daiwa Securities Group
Japan
$35.5M +$9.7M +525,711 +36%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$35.5M +$1.34M +72,376 +4%
Wells Fargo
20
Wells Fargo
California
$34.9M +$8.19M +443,825 +29%
Norges Bank
21
Norges Bank
Norway
$33.2M +$2.65M +143,719 +8%
EAM
22
Eagle Asset Management
Florida
$33.2M -$152K -8,262 -0.4%
Bank of America
23
Bank of America
North Carolina
$30.4M +$8.42M +456,260 +36%
Deutsche Bank
24
Deutsche Bank
Germany
$29.4M +$16.4M +890,509 +116%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$29M +$2.81M +152,045 +10%

DOC Hedge Fund Activity: Q3 2017 in Review

239 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q3 2017, worth a combined $3B — down 12% from $3.41B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of DOC and 30 opened new positions — a net loss of 14 holders — while 61 trimmed existing stakes and 116 added.

The largest buyer was Nuveen, adding an estimated $42.4M. The largest seller was Millennium Management, cutting an estimated $61.4M.

  • 239 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q3 2017, down from 258 in Q2 2017.
  • Funds reported $3B of PHYSICIANS REALTY TRUST stock for Q3 2017, down 12% quarter-over-quarter.
  • 30 funds opened new PHYSICIANS REALTY TRUST positions in Q3 2017 and 44 closed out, a net change of -14 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q3 2017 was Nuveen, an estimated $42.4M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q3 2017 was Millennium Management, an estimated $61.4M sold.

Based on aggregated 13F filings for Q3 2017.