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DOC

PHYSICIANS REALTY TRUST

Delisted

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

339 hedge funds and large institutions have $3.37B invested in PHYSICIANS REALTY TRUST in 2021 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 137 increasing their positions, 99 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 99

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

16% more call options, than puts

Call options by funds: $3.71M | Put options by funds: $3.21M

0% more funds holding

Funds holding: 339339 (0)

5% less capital invested

Capital invested by funds: $3.53B → $3.37B (-$164M)

Holders
339
Holders Change
Holders Change %
0%
% of All Funds
5.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
36
Increased
137
Reduced
99
Closed
28
Calls
$3.71M
Puts
$3.21M
Net Calls
+$506K
Net Calls Change
+$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$558M +$9.94M +537,613 +2%
BlackRock
2
BlackRock
New York
$541M -$4.6M -249,016 -0.8%
AllianceBernstein
3
AllianceBernstein
Tennessee
$230M +$3.25M +175,758 +1%
State Street
4
State Street
Massachusetts
$156M +$6.16M +333,162 +4%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$114M -$2.92M -157,820 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$73.2M -$1.93M -104,152 -2%
Macquarie Group
7
Macquarie Group
Australia
$71.4M +$508K +27,463 +0.7%
Northern Trust
8
Northern Trust
Illinois
$68.8M -$7.28M -393,570 -9%
GKIM
9
GW&K Investment Management
Massachusetts
$66.8M -$250K -13,498 -0.4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$55.3M +$334K +18,051 +0.6%
SAM
11
Silvercrest Asset Management
New York
$54M -$5.67M -306,677 -9%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$52.6M -$2.45M -132,719 -4%
Charles Schwab
13
Charles Schwab
California
$49.2M +$1.53M +82,825 +3%
HRES
14
Heitman Real Estate Securities
Illinois
$46.7M -$15.1M -815,109 -24%
VCM
15
V3 Capital Management
Texas
$43.9M +$46M +2,490,000 New
BC
16
Brookfield Corp
Ontario, Canada
$41.8M -$5.51M -297,900 -11%
JP Morgan Chase
17
JP Morgan Chase
New York
$37.5M -$1.05M -56,688 -3%
Invesco
18
Invesco
Georgia
$36.9M +$96.5K +5,218 +0.2%
N
19
Nuveen
North Carolina
$36.4M -$6.22M -336,619 -14%
Norges Bank
20
Norges Bank
Norway
$35.8M -$9.05M -489,203 -19%
Morgan Stanley
21
Morgan Stanley
New York
$33.9M +$839K +45,374 +2%
Legal & General Group
22
Legal & General Group
United Kingdom
$30.5M +$591K +31,957 +2%
William Blair Investment Management
23
William Blair Investment Management
Illinois
$30.3M +$31.7M +1,716,951 +46,093%
SFM
24
Systematic Financial Management
New Jersey
$30.2M +$1.42M +76,982 +5%
BTW
25
Boston Trust Walden
Massachusetts
$29.2M +$615K +33,281 +2%

DOC Hedge Fund Activity: Q3 2021 in Review

339 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q3 2021, worth a combined $3.37B — down 4.7% from $3.53B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DOC positions and 28 closed out — a net gain of 8 holders — while 137 added to existing stakes and 99 trimmed.

The largest buyer was V3 Capital Management, opening a new position worth an estimated $46M. The largest seller was Cardinal Capital Management LLC (Connecticut), exiting entirely with an estimated $25.1M sold.

  • 339 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $3.37B of PHYSICIANS REALTY TRUST stock for Q3 2021, down 4.7% quarter-over-quarter.
  • 36 funds opened new PHYSICIANS REALTY TRUST positions in Q3 2021 and 28 closed out, a net change of +8 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q3 2021 was V3 Capital Management, an estimated $46M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q3 2021 was Cardinal Capital Management LLC (Connecticut), an estimated $25.1M sold.

Based on aggregated 13F filings for Q3 2021.