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DOC

PHYSICIANS REALTY TRUST

Delisted

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

258 hedge funds and large institutions have $3.07B invested in PHYSICIANS REALTY TRUST in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 85 increasing their positions, 90 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 22

8% more funds holding

Funds holding: 239258 (+19)

2% more capital invested

Capital invested by funds: $3B → $3.07B (+$72.5M)

6% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 90

58% less call options, than puts

Call options by funds: $565K | Put options by funds: $1.34M

Holders
258
Holders Change
+19
Holders Change %
+7.95%
% of All Funds
5.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
85
Reduced
90
Closed
22
Calls
$565K
Puts
$1.34M
Net Calls
-$771K
Net Calls Change
-$756K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$507M +$2.92M +163,067 +0.6%
BlackRock
2
BlackRock
New York
$296M +$2.31M +128,853 +0.8%
Cohen & Steers
3
Cohen & Steers
New York
$261M +$27.8M +1,552,422 +12%
Principal Financial Group
4
Principal Financial Group
Iowa
$162M +$989K +55,126 +0.6%
Invesco
5
Invesco
Georgia
$94.1M -$35.5M -1,980,649 -27%
PI
6
PGGM Investments
Netherlands
$82.8M +$33.7M +1,880,000 +69%
Northern Trust
7
Northern Trust
Illinois
$75M +$712K +39,682 +1%
State Street
8
State Street
Massachusetts
$73.4M +$4.35M +242,321 +6%
SAM
9
Silvercrest Asset Management
New York
$73.1M -$423K -23,596 -0.6%
BC
10
Brookfield Corp
Ontario, Canada
$70.8M +$70.5M +3,933,500 New
N
11
Nuveen
North Carolina
$55.5M -$18.5M -1,030,485 -25%
CIMLRA
12
CBRE Investment Management Listed Real Assets
Pennsylvania
$46.1M +$45.9M +2,561,724 New
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$45.2M +$3.57M +199,361 +9%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$43.2M -$760K -42,376 -2%
Prudential Financial
15
Prudential Financial
New Jersey
$41.1M +$122K +6,801 +0.3%
Aberdeen Group
16
Aberdeen Group
United Kingdom
$39M +$1.95M +108,516 +5%
Wells Fargo
17
Wells Fargo
California
$38.6M +$3.19M +177,742 +9%
B
18
Barings
North Carolina
$38.4M -$1.05M -58,364 -3%
HRES
19
Heitman Real Estate Securities
Illinois
$37.7M -$514K -28,678 -1%
Daiwa Securities Group
20
Daiwa Securities Group
Japan
$36.1M +$37.7K +2,100 +0.1%
Norges Bank
21
Norges Bank
Norway
$33.7M
EIP
22
Epoch Investment Partners
New York
$31.4M +$3.64M +203,086 +13%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$31M -$4.99M -278,392 -14%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$30.5M +$1.03M +57,605 +4%
WHG
25
Westwood Holdings Group
Texas
$28.1M +$39.4K +2,199 +0.1%

DOC Hedge Fund Activity: Q4 2017 in Review

258 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q4 2017, worth a combined $3.07B — up 2.4% from $3B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DOC positions and 22 closed out — a net gain of 20 holders — while 85 added to existing stakes and 90 trimmed.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $70.5M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $43.4M sold.

  • 258 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q4 2017, up from 239 in Q3 2017.
  • Funds reported $3.07B of PHYSICIANS REALTY TRUST stock for Q4 2017, up 2.4% quarter-over-quarter.
  • 42 funds opened new PHYSICIANS REALTY TRUST positions in Q4 2017 and 22 closed out, a net change of +20 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q4 2017 was Brookfield Corp, an estimated $70.5M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q4 2017 was Lord, Abbett & Co, an estimated $43.4M sold.

Based on aggregated 13F filings for Q4 2017.