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DOC

PHYSICIANS REALTY TRUST

Delisted

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

264 hedge funds and large institutions have $2.88B invested in PHYSICIANS REALTY TRUST in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 103 increasing their positions, 81 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 81

22% more call options, than puts

Call options by funds: $1.63M | Put options by funds: $1.33M

7% more capital invested

Capital invested by funds: $2.7B → $2.88B (+$184M)

3% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 34

0% more funds holding

Funds holding: 263264 (+1)

Holders
264
Holders Change
+1
Holders Change %
+0.38%
% of All Funds
6.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
103
Reduced
81
Closed
34
Calls
$1.63M
Puts
$1.33M
Net Calls
+$297K
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$443M +$8.12M +489,769 +2%
BlackRock
2
BlackRock
New York
$302M +$7.1M +428,537 +2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$125M +$122M +7,379,991 +12,635%
BC
4
Brookfield Corp
Ontario, Canada
$119M -$35.6M -2,148,400 -23%
Principal Financial Group
5
Principal Financial Group
Iowa
$119M +$1.92M +115,904 +2%
PI
6
PGGM Investments
Netherlands
$107M
Deutsche Bank
7
Deutsche Bank
Germany
$102M +$20.9M +1,262,196 +26%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$86.7M +$15.9M +956,342 +23%
State Street
9
State Street
Massachusetts
$70.7M +$2.02M +122,137 +3%
SAM
10
Silvercrest Asset Management
New York
$70.1M -$196K -11,801 -0.3%
Northern Trust
11
Northern Trust
Illinois
$69.8M -$2.16M -130,252 -3%
CVA
12
Ceredex Value Advisors
Florida
$66.7M -$3.51M -211,782 -5%
Wells Fargo
13
Wells Fargo
California
$62.8M -$2.33M -140,373 -4%
N
14
Nuveen
North Carolina
$60.8M -$34.2M -2,060,977 -36%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$47.5M +$1.23M +74,307 +3%
Victory Capital Management
16
Victory Capital Management
Texas
$43M +$4.36M +262,766 +11%
Aberdeen Group
17
Aberdeen Group
United Kingdom
$40.2M +$10.8M +651,019 +38%
HRES
18
Heitman Real Estate Securities
Illinois
$38.5M +$2.33M +140,700 +7%
Citadel Advisors
19
Citadel Advisors
Florida
$34.8M +$812K +48,985 +2%
Norges Bank
20
Norges Bank
Norway
$34.8M +$949K +57,273 +3%
Invesco
21
Invesco
Georgia
$31M -$15.2M -919,463 -33%
WHG
22
Westwood Holdings Group
Texas
$31M -$4.89M -295,051 -14%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$29.8M +$798K +48,134 +3%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$28.8M +$138K +8,341 +0.5%
Macquarie Group
25
Macquarie Group
Australia
$28.5M +$22.2M +1,338,058 +379%

DOC Hedge Fund Activity: Q3 2018 in Review

264 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q3 2018, worth a combined $2.88B — up 6.8% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DOC positions and 34 closed out — a net gain of 1 holder — while 103 added to existing stakes and 81 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $122M. The largest seller was Cohen & Steers, cutting an estimated $165M.

  • 264 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q3 2018, up from 263 in Q2 2018.
  • Funds reported $2.88B of PHYSICIANS REALTY TRUST stock for Q3 2018, up 6.8% quarter-over-quarter.
  • 35 funds opened new PHYSICIANS REALTY TRUST positions in Q3 2018 and 34 closed out, a net change of +1 holder.
  • The largest PHYSICIANS REALTY TRUST buyer in Q3 2018 was Wellington Management Group, an estimated $122M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q3 2018 was Cohen & Steers, an estimated $165M sold.

Based on aggregated 13F filings for Q3 2018.