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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 $3.48B invested in PHYSICIANS REALTY TRUST in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 138 increasing their positions, 110 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,037% more call options, than puts

Call options by funds: $39.7M | Put options by funds: $3.49M

25% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 110

3% less funds holding

Funds holding: 351339 (-12)

6% less capital invested

Capital invested by funds: $3.71B → $3.48B (-$234M)

15% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 39

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
339
Holders Change
-12
Holders Change %
-3.42%
% of All Funds
5.35%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
33
Increased
138
Reduced
110
Closed
39
Calls
$39.7M
Puts
$3.49M
Net Calls
+$36.2M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$582M +$16.2M +921,905 +3%
BlackRock
2
BlackRock
New York
$559M -$10.7M -606,755 -2%
State Street
3
State Street
Massachusetts
$201M +$27.9M +1,591,038 +16%
AllianceBernstein
4
AllianceBernstein
Tennessee
$199M -$22.1M -1,259,746 -10%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$93.2M -$11.3M -643,227 -11%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$82M +$82.1M +4,673,292 New
Geode Capital Management
7
Geode Capital Management
Massachusetts
$79.4M +$2.5M +142,427 +3%
CCM
8
Channing Capital Management
Illinois
$78M +$28.3M +1,611,085 +57%
BTW
9
Boston Trust Walden
Massachusetts
$77.7M +$39.3M +2,238,413 +102%
Nomura Holdings
10
Nomura Holdings
Japan
$76.9M +$75.7M +4,307,496 New
Northern Trust
11
Northern Trust
Illinois
$73.9M -$5.29M -300,948 -7%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$54.7M +$268K +15,264 +0.5%
Charles Schwab
13
Charles Schwab
California
$52.9M +$1.77M +100,832 +3%
VCM
14
V3 Capital Management
Texas
$49.5M -$17.8M -1,015,000 -26%
GKIM
15
GW&K Investment Management
Massachusetts
$41M +$1.07M +60,824 +3%
Morgan Stanley
16
Morgan Stanley
New York
$41M +$5.13M +291,927 +14%
N
17
Nuveen
North Carolina
$40.4M +$6.78M +386,293 +20%
VLKIM
18
Van Lanschot Kempen Investment Management
Netherlands
$37.4M +$17.2M +980,482 +85%
Norges Bank
19
Norges Bank
Norway
$35.4M
HRES
20
Heitman Real Estate Securities
Illinois
$35.1M +$391K +22,254 +1%
SAM
21
Silvercrest Asset Management
New York
$33M -$6.95M -395,839 -17%
Legal & General Group
22
Legal & General Group
United Kingdom
$30.4M -$784K -44,624 -3%
SFM
23
Systematic Financial Management
New Jersey
$28.6M -$150K -8,549 -0.5%
JP Morgan Chase
24
JP Morgan Chase
New York
$28M -$9.61M -547,317 -26%
Invesco
25
Invesco
Georgia
$27.7M -$149K -8,469 -0.5%

DOC Hedge Fund Activity: Q1 2022 in Review

339 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q1 2022, worth a combined $3.48B — down 6.3% from $3.71B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of DOC and 33 opened new positions — a net loss of 6 holders — while 110 trimmed existing stakes and 138 added.

The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $82.1M. The largest seller was Brookfield Corp, exiting entirely with an estimated $57M sold.

  • 339 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q1 2022, down from 351 in Q4 2021.
  • Funds reported $3.48B of PHYSICIANS REALTY TRUST stock for Q1 2022, down 6.3% quarter-over-quarter.
  • 33 funds opened new PHYSICIANS REALTY TRUST positions in Q1 2022 and 39 closed out, a net change of -6 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q1 2022 was Fuller & Thaler Asset Management, an estimated $82.1M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q1 2022 was Brookfield Corp, an estimated $57M sold.

Based on aggregated 13F filings for Q1 2022.