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DOC

PHYSICIANS REALTY TRUST

Delisted

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

347 hedge funds and large institutions have $3.46B invested in PHYSICIANS REALTY TRUST in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 113 increasing their positions, 126 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 32

5% more funds holding

Funds holding: 330347 (+17)

1% less capital invested

Capital invested by funds: $3.51B → $3.46B (-$50.3M)

10% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 126

44% less call options, than puts

Call options by funds: $2.12M | Put options by funds: $3.78M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
347
Holders Change
+17
Holders Change %
+5.15%
% of All Funds
6.14%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
51
Increased
113
Reduced
126
Closed
32
Calls
$2.12M
Puts
$3.78M
Net Calls
-$1.67M
Net Calls Change
-$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$532M +$26.2M +1,465,012 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$528M +$14.6M +817,596 +3%
State Street
3
State Street
Massachusetts
$152M -$21.3K -1,191 -0%
AllianceBernstein
4
AllianceBernstein
Tennessee
$140M -$3.23M -180,206 -2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$137M -$14.3M -796,991 -9%
Northern Trust
6
Northern Trust
Illinois
$95.4M -$796K -44,461 -0.8%
N
7
Nuveen
North Carolina
$88.3M +$24.2M +1,351,273 +37%
Goldman Sachs
8
Goldman Sachs
New York
$77.3M +$6.5M +362,950 +9%
SAM
9
Silvercrest Asset Management
New York
$69.2M -$4.81M -268,643 -6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$67M +$13.1M +732,486 +24%
Macquarie Group
11
Macquarie Group
Australia
$62.4M -$4.87M -271,994 -7%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$62.2M -$19.5M -1,089,443 -24%
CVA
13
Ceredex Value Advisors
Florida
$57.4M +$924K +51,614 +2%
GKIM
14
GW&K Investment Management
Massachusetts
$57.2M +$7.02M +392,218 +14%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$56.1M -$1.21M -67,595 -2%
Norges Bank
16
Norges Bank
Norway
$54.4M -$4.94M -275,673 -8%
Citadel Advisors
17
Citadel Advisors
Florida
$43.8M -$3.31M -185,075 -7%
Charles Schwab
18
Charles Schwab
California
$43.8M +$618K +34,545 +1%
HRES
19
Heitman Real Estate Securities
Illinois
$43.7M +$6.13M +342,399 +16%
JP Morgan Chase
20
JP Morgan Chase
New York
$36.5M +$529K +29,531 +1%
Legal & General Group
21
Legal & General Group
United Kingdom
$30.8M +$794K +44,366 +3%
CCM
22
Channing Capital Management
Illinois
$30.7M +$4.16M +232,419 +16%
Axa
23
Axa
France
$29.3M +$4.29M +239,800 +17%
ICOM
24
Investment Counselors of Maryland
Maryland
$28.7M +$1.5M +83,772 +5%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$27.5M +$3.26M +182,277 +13%

DOC Hedge Fund Activity: Q4 2020 in Review

347 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q4 2020, worth a combined $3.46B — down 1.4% from $3.51B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new DOC positions and 32 closed out — a net gain of 19 holders — while 113 added to existing stakes and 126 trimmed.

The largest buyer was BlackRock, adding an estimated $26.2M. The largest seller was Brookfield Corp, exiting entirely with an estimated $38.2M sold.

  • 347 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q4 2020, up from 330 in Q3 2020.
  • Funds reported $3.46B of PHYSICIANS REALTY TRUST stock for Q4 2020, down 1.4% quarter-over-quarter.
  • 51 funds opened new PHYSICIANS REALTY TRUST positions in Q4 2020 and 32 closed out, a net change of +19 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q4 2020 was BlackRock, an estimated $26.2M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q4 2020 was Brookfield Corp, an estimated $38.2M sold.

Based on aggregated 13F filings for Q4 2020.