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DOC

PHYSICIANS REALTY TRUST

Delisted

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

295 hedge funds and large institutions have $3.24B invested in PHYSICIANS REALTY TRUST in 2019 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 110 increasing their positions, 89 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 22

24% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 89

8% more funds holding

Funds holding: 274295 (+21)

7% more capital invested

Capital invested by funds: $3.04B → $3.24B (+$199M)

58% less call options, than puts

Call options by funds: $647K | Put options by funds: $1.56M

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
295
Holders Change
+21
Holders Change %
+7.66%
% of All Funds
5.81%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
46
Increased
110
Reduced
89
Closed
22
Calls
$647K
Puts
$1.56M
Net Calls
-$911K
Net Calls Change
+$105K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$518M +$2.63M +143,532 +0.5%
BlackRock
2
BlackRock
New York
$348M +$4.58M +249,985 +1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$136M +$730K +39,825 +0.6%
BPSG
4
Brookfield Public Securities Group
New York
$119M -$31.4M -1,714,286 -21%
PI
5
PGGM Investments
Netherlands
$118M
Bank of New York Mellon
6
Bank of New York Mellon
New York
$108M +$27.9M +1,521,610 +36%
State Street
7
State Street
Massachusetts
$107M -$11.4M -619,213 -10%
N
8
Nuveen
North Carolina
$90.3M +$51.3M +2,795,461 +142%
Northern Trust
9
Northern Trust
Illinois
$87.5M +$240K +13,094 +0.3%
SAM
10
Silvercrest Asset Management
New York
$77.3M +$5.65M +308,042 +8%
Macquarie Group
11
Macquarie Group
Australia
$67.4M +$6.72M +366,421 +11%
Norges Bank
12
Norges Bank
Norway
$64.2M
CVA
13
Ceredex Value Advisors
Florida
$64.1M -$8.45M -460,535 -12%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$56.5M +$851K +46,386 +2%
Citadel Advisors
15
Citadel Advisors
Florida
$50.2M +$33.2M +1,808,687 +214%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$46.8M +$3.45M +188,175 +8%
HRES
17
Heitman Real Estate Securities
Illinois
$43.8M +$42.4M +2,314,095 New
VNIM
18
Vaughan Nelson Investment Management
Texas
$43.5M -$1.28M -69,886 -3%
Victory Capital Management
19
Victory Capital Management
Texas
$41.5M +$4.39M +239,240 +12%
JP Morgan Chase
20
JP Morgan Chase
New York
$36.5M +$23.7M +1,291,217 +204%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$33.9M -$13.7M -749,640 -29%
CIC
22
Crawford Investment Counsel
Georgia
$28.6M +$2.89M +157,648 +12%
Fidelity International
23
Fidelity International
Bermuda
$28.5M +$7.38M +402,247 +37%
GKIM
24
GW&K Investment Management
Massachusetts
$25.8M -$836K -45,577 -3%
Charles Schwab
25
Charles Schwab
California
$25.6M +$2.27M +123,738 +10%

DOC Hedge Fund Activity: Q4 2019 in Review

295 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q4 2019, worth a combined $3.24B — up 6.5% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new DOC positions and 22 closed out — a net gain of 24 holders — while 110 added to existing stakes and 89 trimmed.

The largest buyer was Nuveen, adding an estimated $51.3M. The largest seller was Principal Financial Group, cutting an estimated $102M.

  • 295 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q4 2019, up from 274 in Q3 2019.
  • Funds reported $3.24B of PHYSICIANS REALTY TRUST stock for Q4 2019, up 6.5% quarter-over-quarter.
  • 46 funds opened new PHYSICIANS REALTY TRUST positions in Q4 2019 and 22 closed out, a net change of +24 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q4 2019 was Nuveen, an estimated $51.3M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q4 2019 was Principal Financial Group, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2019.