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DOC

PHYSICIANS REALTY TRUST

Delisted

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

250 hedge funds and large institutions have $2.6B invested in PHYSICIANS REALTY TRUST in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 86 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 86

3% less funds holding

Funds holding: 258250 (-8)

15% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 39

16% less capital invested

Capital invested by funds: $3.07B → $2.6B (-$478M)

69% less call options, than puts

Call options by funds: $520K | Put options by funds: $1.68M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
250
Holders Change
-8
Holders Change %
-3.1%
% of All Funds
5.73%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
98
Reduced
86
Closed
39
Calls
$520K
Puts
$1.68M
Net Calls
-$1.16M
Net Calls Change
-$386K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$419M -$20.1M -1,279,927 -5%
BlackRock
2
BlackRock
New York
$256M -$565K -36,023 -0.2%
Cohen & Steers
3
Cohen & Steers
New York
$231M +$5.11M +326,126 +2%
Principal Financial Group
4
Principal Financial Group
Iowa
$146M +$5.45M +347,580 +4%
PI
5
PGGM Investments
Netherlands
$98.6M +$27.1M +1,730,000 +38%
CVA
6
Ceredex Value Advisors
Florida
$68.6M +$69.1M +4,404,498 New
Northern Trust
7
Northern Trust
Illinois
$67M +$2.12M +134,907 +3%
State Street
8
State Street
Massachusetts
$64.2M +$647K +41,250 +1%
SAM
9
Silvercrest Asset Management
New York
$63.2M -$158K -10,089 -0.2%
Invesco
10
Invesco
Georgia
$62.8M -$18.8M -1,196,822 -23%
CIMLRA
11
CBRE Investment Management Listed Real Assets
Pennsylvania
$56.5M +$16.7M +1,066,984 +42%
N
12
Nuveen
North Carolina
$52.9M +$4.94M +315,365 +10%
Wells Fargo
13
Wells Fargo
California
$45.3M +$12M +763,414 +36%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$41.1M +$3.74M +238,564 +10%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$40.8M +$1.7M +108,271 +4%
Citadel Advisors
16
Citadel Advisors
Florida
$35.8M +$11.8M +754,552 +49%
HRES
17
Heitman Real Estate Securities
Illinois
$35.2M +$469K +29,930 +1%
B
18
Barings
North Carolina
$32.3M -$1.01M -64,480 -3%
Daiwa Securities Group
19
Daiwa Securities Group
Japan
$31.3M +$47K +3,000 +0.1%
Aberdeen Group
20
Aberdeen Group
United Kingdom
$31.2M -$2.57M -164,155 -8%
WHG
21
Westwood Holdings Group
Texas
$29.4M +$5.13M +327,295 +21%
Norges Bank
22
Norges Bank
Norway
$29.2M
EIP
23
Epoch Investment Partners
New York
$28M +$756K +48,202 +3%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$26.7M +$268K +17,103 +1%
Victory Capital Management
25
Victory Capital Management
Texas
$23.9M -$3.78K -241 -0%

DOC Hedge Fund Activity: Q1 2018 in Review

250 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q1 2018, worth a combined $2.6B — down 16% from $3.07B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of DOC and 33 opened new positions — a net loss of 6 holders — while 86 trimmed existing stakes and 98 added.

The largest buyer was PGGM Investments, adding an estimated $27.1M. The largest seller was Brookfield Corp, exiting entirely with an estimated $70.8M sold.

  • 250 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q1 2018, down from 258 in Q4 2017.
  • Funds reported $2.6B of PHYSICIANS REALTY TRUST stock for Q1 2018, down 16% quarter-over-quarter.
  • 33 funds opened new PHYSICIANS REALTY TRUST positions in Q1 2018 and 39 closed out, a net change of -6 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q1 2018 was PGGM Investments, an estimated $27.1M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q1 2018 was Brookfield Corp, an estimated $70.8M sold.

Based on aggregated 13F filings for Q1 2018.