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DOC

PHYSICIANS REALTY TRUST

Delisted

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

317 hedge funds and large institutions have $2.6B invested in PHYSICIANS REALTY TRUST in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 117 increasing their positions, 102 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 38

15% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 102

7% more funds holding

Funds holding: 295317 (+22)

9% more call options, than puts

Call options by funds: $745K | Put options by funds: $685K

20% less capital invested

Capital invested by funds: $3.24B → $2.6B (-$646M)

Holders
317
Holders Change
+22
Holders Change %
+7.46%
% of All Funds
6.99%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
63
Increased
117
Reduced
102
Closed
38
Calls
$745K
Puts
$685K
Net Calls
+$60K
Net Calls Change
+$971K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$386M +$7.13M +388,093 +1%
BlackRock
2
BlackRock
New York
$262M +$7.78M +423,465 +2%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$99.3M +$26.1M +1,417,231 +25%
AllianceBernstein
4
AllianceBernstein
Tennessee
$91.5M +$102M +5,525,232 +531%
State Street
5
State Street
Massachusetts
$89.9M +$14.8M +806,829 +14%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$89.2M -$14.7M -801,907 -11%
Goldman Sachs
7
Goldman Sachs
New York
$72.2M +$78M +4,241,528 +453%
BPSG
8
Brookfield Public Securities Group
New York
$64.8M -$30.3M -1,648,541 -26%
Northern Trust
9
Northern Trust
Illinois
$64.8M +$546K +29,710 +0.6%
Citadel Advisors
10
Citadel Advisors
Florida
$64.4M +$36.1M +1,965,136 +74%
N
11
Nuveen
North Carolina
$61.1M -$7.06M -384,324 -8%
Victory Capital Management
12
Victory Capital Management
Texas
$58.6M +$36.9M +2,008,067 +92%
SAM
13
Silvercrest Asset Management
New York
$58M +$1.49M +81,209 +2%
Macquarie Group
14
Macquarie Group
Australia
$52.8M +$4.25M +231,376 +7%
Norges Bank
15
Norges Bank
Norway
$47.3M
CVA
16
Ceredex Value Advisors
Florida
$44.5M -$3.57M -194,200 -6%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$42.4M +$1.06M +57,930 +2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$38.1M +$4.85M +263,729 +11%
GKIM
19
GW&K Investment Management
Massachusetts
$35.9M +$22.2M +1,210,069 +89%
HRES
20
Heitman Real Estate Securities
Illinois
$28.9M -$4.49M -244,415 -11%
JP Morgan Chase
21
JP Morgan Chase
New York
$27.6M +$958K +52,125 +3%
CCMLC
22
Cardinal Capital Management LLC (Connecticut)
Connecticut
$23.3M +$30.7M +1,669,040 New
WMSA
23
Weiss Multi-Strategy Advisers
New York
$22.9M +$30.2M +1,642,076 New
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$21.4M +$28.3M +1,538,046 New
VNIM
25
Vaughan Nelson Investment Management
Texas
$21.3M -$14.2M -773,108 -34%

DOC Hedge Fund Activity: Q1 2020 in Review

317 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q1 2020, worth a combined $2.6B — down 20% from $3.24B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new DOC positions and 38 closed out — a net gain of 25 holders — while 117 added to existing stakes and 102 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $102M. The largest seller was PGGM Investments, exiting entirely with an estimated $118M sold.

  • 317 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q1 2020, up from 295 in Q4 2019.
  • Funds reported $2.6B of PHYSICIANS REALTY TRUST stock for Q1 2020, down 20% quarter-over-quarter.
  • 63 funds opened new PHYSICIANS REALTY TRUST positions in Q1 2020 and 38 closed out, a net change of +25 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q1 2020 was AllianceBernstein, an estimated $102M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q1 2020 was PGGM Investments, an estimated $118M sold.

Based on aggregated 13F filings for Q1 2020.