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DOC

PHYSICIANS REALTY TRUST

Delisted

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

351 hedge funds and large institutions have $3.71B invested in PHYSICIANS REALTY TRUST in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 150 increasing their positions, 106 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

798% more call options, than puts

Call options by funds: $29M | Put options by funds: $3.23M

53% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 32

42% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 106

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $3.37B → $3.71B (+$342M)

4% more funds holding

Funds holding: 339351 (+12)

Holders
351
Holders Change
+12
Holders Change %
+3.54%
% of All Funds
5.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
49
Increased
150
Reduced
106
Closed
32
Calls
$29M
Puts
$3.23M
Net Calls
+$25.8M
Net Calls Change
+$25.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$612M +$32.8M +1,782,626 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$608M +$10.9M +588,895 +2%
AllianceBernstein
3
AllianceBernstein
Tennessee
$238M -$8.33M -451,869 -3%
State Street
4
State Street
Massachusetts
$184M +$16.9M +917,896 +10%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$112M -$9.6M -521,055 -8%
Northern Trust
6
Northern Trust
Illinois
$85M +$11.3M +611,395 +16%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$82.6M +$4.24M +230,048 +6%
Macquarie Group
8
Macquarie Group
Australia
$77.6M +$1.3M +70,625 +2%
VCM
9
V3 Capital Management
Texas
$72.2M +$24.8M +1,345,060 +54%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$58.4M -$619K -33,573 -1%
BC
11
Brookfield Corp
Ontario, Canada
$57M +$12M +652,312 +27%
Charles Schwab
12
Charles Schwab
California
$54.9M +$2.29M +124,271 +4%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$53.5M -$2.67M -145,010 -5%
CCM
14
Channing Capital Management
Illinois
$53.4M +$28M +1,522,112 +116%
GKIM
15
GW&K Investment Management
Massachusetts
$42.9M -$27.9M -1,514,141 -40%
SAM
16
Silvercrest Asset Management
New York
$42.6M -$14.5M -789,115 -26%
BTW
17
Boston Trust Walden
Massachusetts
$41.3M +$9.92M +538,209 +32%
JP Morgan Chase
18
JP Morgan Chase
New York
$40.4M +$334K +18,142 +0.9%
Morgan Stanley
19
Morgan Stanley
New York
$38.5M +$2.23M +120,814 +6%
Norges Bank
20
Norges Bank
Norway
$38M -$170K -9,222 -0.5%
HRES
21
Heitman Real Estate Securities
Illinois
$37.2M -$12.4M -673,571 -25%
N
22
Nuveen
North Carolina
$37.2M -$1.68M -91,257 -4%
Millennium Management
23
Millennium Management
New York
$37.1M +$35.8M +1,941,491 +6,198%
Legal & General Group
24
Legal & General Group
United Kingdom
$33.5M +$841K +45,658 +3%
SFM
25
Systematic Financial Management
New Jersey
$30.9M -$1.31M -71,176 -4%

DOC Hedge Fund Activity: Q4 2021 in Review

351 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q4 2021, worth a combined $3.71B — up 10% from $3.37B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new DOC positions and 32 closed out — a net gain of 17 holders — while 150 added to existing stakes and 106 trimmed.

The largest buyer was Millennium Management, adding an estimated $35.8M. The largest seller was GW&K Investment Management, cutting an estimated $27.9M.

  • 351 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q4 2021, up from 339 in Q3 2021.
  • Funds reported $3.71B of PHYSICIANS REALTY TRUST stock for Q4 2021, up 10% quarter-over-quarter.
  • 49 funds opened new PHYSICIANS REALTY TRUST positions in Q4 2021 and 32 closed out, a net change of +17 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q4 2021 was Millennium Management, an estimated $35.8M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q4 2021 was GW&K Investment Management, an estimated $27.9M sold.

Based on aggregated 13F filings for Q4 2021.