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DOC

PHYSICIANS REALTY TRUST

Delisted

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

324 hedge funds and large institutions have $3.51B invested in PHYSICIANS REALTY TRUST in 2020 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 123 increasing their positions, 101 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more capital invested

Capital invested by funds: $2.6B → $3.51B (+$910M)

22% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 101

20% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 50

17% more call options, than puts

Call options by funds: $2.18M | Put options by funds: $1.86M

2% more funds holding

Funds holding: 317324 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
324
Holders Change
+7
Holders Change %
+2.21%
% of All Funds
6.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
60
Increased
123
Reduced
101
Closed
50
Calls
$2.18M
Puts
$1.86M
Net Calls
+$323K
Net Calls Change
+$263K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$510M +$22.8M +1,398,656 +5%
BlackRock
2
BlackRock
New York
$496M +$156M +9,542,940 +51%
State Street
3
State Street
Massachusetts
$158M +$41.8M +2,565,592 +40%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$158M +$30.7M +1,883,935 +26%
AllianceBernstein
5
AllianceBernstein
Tennessee
$138M +$21.3M +1,308,857 +20%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$102M -$9.36M -574,021 -9%
Northern Trust
7
Northern Trust
Illinois
$95M +$12.7M +777,219 +17%
BC
8
Brookfield Corp
Ontario, Canada
$86.1M +$80.1M +4,912,620 New
SAM
9
Silvercrest Asset Management
New York
$74.6M +$1.6M +98,413 +2%
Goldman Sachs
10
Goldman Sachs
New York
$72.8M -$16.7M -1,025,374 -20%
Macquarie Group
11
Macquarie Group
Australia
$71.2M +$4.49M +275,451 +7%
Norges Bank
12
Norges Bank
Norway
$60.6M +$1.13M +69,061 +2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$56M +$2.56M +156,791 +5%
CVA
14
Ceredex Value Advisors
Florida
$55.9M
Geode Capital Management
15
Geode Capital Management
Massachusetts
$52.7M +$4.4M +269,715 +10%
N
16
Nuveen
North Carolina
$52.3M -$22.8M -1,399,809 -32%
Citadel Advisors
17
Citadel Advisors
Florida
$49.7M -$29.1M -1,783,206 -39%
GKIM
18
GW&K Investment Management
Massachusetts
$48.9M +$3.58M +219,379 +9%
Charles Schwab
19
Charles Schwab
California
$42M +$15.3M +940,221 +64%
Fidelity International
20
Fidelity International
Bermuda
$34.7M +$8.17M +500,700 +34%
HRES
21
Heitman Real Estate Securities
Illinois
$32.3M -$3.67M -225,251 -11%
JP Morgan Chase
22
JP Morgan Chase
New York
$32M -$2.44M -149,337 -8%
Bank of America
23
Bank of America
North Carolina
$29.8M +$5.01M +307,290 +22%
Victory Capital Management
24
Victory Capital Management
Texas
$28M -$42.5M -2,603,873 -62%
CCMLC
25
Cardinal Capital Management LLC (Connecticut)
Connecticut
$26.8M -$2.27M -139,089 -8%

DOC Hedge Fund Activity: Q2 2020 in Review

324 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q2 2020, worth a combined $3.51B — up 35% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new DOC positions and 50 closed out — a net gain of 10 holders — while 123 added to existing stakes and 101 trimmed.

The largest buyer was BlackRock, adding an estimated $156M. The largest seller was Victory Capital Management, cutting an estimated $42.5M.

  • 324 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q2 2020, up from 317 in Q1 2020.
  • Funds reported $3.51B of PHYSICIANS REALTY TRUST stock for Q2 2020, up 35% quarter-over-quarter.
  • 60 funds opened new PHYSICIANS REALTY TRUST positions in Q2 2020 and 50 closed out, a net change of +10 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q2 2020 was BlackRock, an estimated $156M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q2 2020 was Victory Capital Management, an estimated $42.5M sold.

Based on aggregated 13F filings for Q2 2020.