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DOC

PHYSICIANS REALTY TRUST

Delisted

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

265 hedge funds and large institutions have $2.73B invested in PHYSICIANS REALTY TRUST in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $1.34M | Put options by funds: $817K

14% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 29

0% more funds holding

Funds holding: 264265 (+1)

5% less capital invested

Capital invested by funds: $2.88B → $2.73B (-$150M)

15% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 98

Holders
265
Holders Change
+1
Holders Change %
+0.38%
% of All Funds
5.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
83
Reduced
98
Closed
29
Calls
$1.34M
Puts
$817K
Net Calls
+$523K
Net Calls Change
+$226K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$418M -$3.11M -185,710 -0.7%
BlackRock
2
BlackRock
New York
$290M +$3.1M +185,276 +1%
BC
3
Brookfield Corp
Ontario, Canada
$172M +$61.6M +3,675,922 +52%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$129M +$10M +599,298 +8%
Principal Financial Group
5
Principal Financial Group
Iowa
$103M -$11.1M -661,401 -9%
PI
6
PGGM Investments
Netherlands
$102M
State Street
7
State Street
Massachusetts
$68.9M +$1.84M +109,629 +3%
SAM
8
Silvercrest Asset Management
New York
$64.8M -$1.98M -118,232 -3%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$63.5M -$19.8M -1,183,030 -23%
Northern Trust
10
Northern Trust
Illinois
$63M -$3.41M -203,781 -5%
Deutsche Bank
11
Deutsche Bank
Germany
$61.9M -$37M -2,207,184 -36%
CVA
12
Ceredex Value Advisors
Florida
$61.9M -$1.62M -96,452 -2%
Wells Fargo
13
Wells Fargo
California
$57.9M -$1.92M -114,638 -3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$46M +$807K +48,183 +2%
Norges Bank
15
Norges Bank
Norway
$35.9M +$2.98M +177,707 +9%
Aberdeen Group
16
Aberdeen Group
United Kingdom
$35.6M -$2.51M -149,775 -6%
HRES
17
Heitman Real Estate Securities
Illinois
$33.6M -$596K -35,581 -2%
Macquarie Group
18
Macquarie Group
Australia
$32.7M +$5.82M +347,137 +21%
Citadel Advisors
19
Citadel Advisors
Florida
$32.3M -$836K -49,912 -2%
Victory Capital Management
20
Victory Capital Management
Texas
$31.7M -$9.59M -572,479 -22%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$31.3M +$3.06M +182,889 +10%
Invesco
22
Invesco
Georgia
$25.2M -$4.43M -264,330 -14%
N
23
Nuveen
North Carolina
$23.5M -$35.9M -2,141,480 -59%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$23.2M -$4.35M -259,598 -15%
WHG
25
Westwood Holdings Group
Texas
$22.9M -$6.86M -409,429 -22%

DOC Hedge Fund Activity: Q4 2018 in Review

265 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q4 2018, worth a combined $2.73B — down 5.2% from $2.88B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new DOC positions and 29 closed out — a net gain of 4 holders — while 83 added to existing stakes and 98 trimmed.

The largest buyer was Brookfield Corp, adding an estimated $61.6M. The largest seller was Deutsche Bank, cutting an estimated $37M.

  • 265 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q4 2018, up from 264 in Q3 2018.
  • Funds reported $2.73B of PHYSICIANS REALTY TRUST stock for Q4 2018, down 5.2% quarter-over-quarter.
  • 33 funds opened new PHYSICIANS REALTY TRUST positions in Q4 2018 and 29 closed out, a net change of +4 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q4 2018 was Brookfield Corp, an estimated $61.6M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q4 2018 was Deutsche Bank, an estimated $37M sold.

Based on aggregated 13F filings for Q4 2018.