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DOC

PHYSICIANS REALTY TRUST

Delisted

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

274 hedge funds and large institutions have $3.04B invested in PHYSICIANS REALTY TRUST in 2019 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 90 increasing their positions, 96 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

33% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 27

3% more funds holding

Funds holding: 265274 (+9)

2% less capital invested

Capital invested by funds: $3.1B → $3.04B (-$59.4M)

6% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 96

53% less call options, than puts

Call options by funds: $892K | Put options by funds: $1.91M

Holders
274
Holders Change
+9
Holders Change %
+3.4%
% of All Funds
6.01%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
36
Increased
90
Reduced
96
Closed
27
Calls
$892K
Puts
$1.91M
Net Calls
-$1.02M
Net Calls Change
-$732K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$482M +$7.43M +428,034 +2%
BlackRock
2
BlackRock
New York
$321M +$7.79M +448,441 +3%
BPSG
3
Brookfield Public Securities Group
New York
$142M +$139M +8,010,375 New
Wellington Management Group
4
Wellington Management Group
Massachusetts
$127M -$11.1M -637,873 -8%
Principal Financial Group
5
Principal Financial Group
Iowa
$114M -$1.63M -93,979 -1%
State Street
6
State Street
Massachusetts
$111M -$1.55M -89,074 -1%
PI
7
PGGM Investments
Netherlands
$110M
Northern Trust
8
Northern Trust
Illinois
$81.7M +$4.66M +268,200 +6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$74.3M +$12.6M +722,678 +21%
CVA
10
Ceredex Value Advisors
Florida
$68.2M +$5.11M +294,000 +8%
SAM
11
Silvercrest Asset Management
New York
$66.9M -$1.08M -61,949 -2%
Norges Bank
12
Norges Bank
Norway
$60.2M +$6.83M +393,066 +13%
Macquarie Group
13
Macquarie Group
Australia
$56.7M +$10.5M +606,911 +23%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$52.1M +$480K +27,626 +1%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$45.1M -$24.6M -1,418,617 -36%
CCM
16
Channing Capital Management
Illinois
$42.1M +$41.2M +2,371,585 New
VNIM
17
Vaughan Nelson Investment Management
Texas
$42M +$2.53M +145,900 +7%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$40.6M +$305K +17,581 +0.8%
N
19
Nuveen
North Carolina
$35M +$20.4M +1,174,145 +147%
Victory Capital Management
20
Victory Capital Management
Texas
$34.7M +$9.14M +526,133 +37%
GKIM
21
GW&K Investment Management
Massachusetts
$25M +$2.92M +167,858 +14%
SBH
22
Segall Bryant & Hamill
Illinois
$24.1M +$1.41M +81,257 +6%
CIC
23
Crawford Investment Counsel
Georgia
$24M +$7.98M +459,533 +51%
Goldman Sachs
24
Goldman Sachs
New York
$23.2M +$1.21M +69,840 +6%
WHG
25
Westwood Holdings Group
Texas
$22.7M -$897K -51,653 -4%

DOC Hedge Fund Activity: Q3 2019 in Review

274 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q3 2019, worth a combined $3.04B — down 1.9% from $3.1B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DOC positions and 27 closed out — a net gain of 9 holders — while 90 added to existing stakes and 96 trimmed.

The largest buyer was Channing Capital Management, opening a new position worth an estimated $41.2M. The largest seller was Brookfield Corp, exiting entirely with an estimated $163M sold.

  • 274 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q3 2019, up from 265 in Q2 2019.
  • Funds reported $3.04B of PHYSICIANS REALTY TRUST stock for Q3 2019, down 1.9% quarter-over-quarter.
  • 36 funds opened new PHYSICIANS REALTY TRUST positions in Q3 2019 and 27 closed out, a net change of +9 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q3 2019 was Channing Capital Management, an estimated $41.2M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q3 2019 was Brookfield Corp, an estimated $163M sold.

Based on aggregated 13F filings for Q3 2019.