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DOC

PHYSICIANS REALTY TRUST

Delisted

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

355 hedge funds and large institutions have $3.18B invested in PHYSICIANS REALTY TRUST in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 146 increasing their positions, 121 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $3.82M | Put options by funds: $1.36M

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

21% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 121

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

2% more funds holding

Funds holding: 349355 (+6)

13% less capital invested

Capital invested by funds: $3.66B → $3.18B (-$483M)

Holders
355
Holders Change
+6
Holders Change %
+1.72%
% of All Funds
6.12%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
40
Increased
146
Reduced
121
Closed
29
Calls
$3.82M
Puts
$1.36M
Net Calls
+$2.46M
Net Calls Change
-$343K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$577M -$6.63M -392,774 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$504M +$2.4M +142,111 +0.4%
State Street
3
State Street
Massachusetts
$175M +$1.01M +59,564 +0.5%
AllianceBernstein
4
AllianceBernstein
Tennessee
$162M -$15.1M -895,522 -8%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$81.2M +$5.34M +316,281 +6%
Goldman Sachs
6
Goldman Sachs
New York
$79.7M +$23.8M +1,411,543 +36%
Macquarie Group
7
Macquarie Group
Australia
$69.9M +$513K +30,416 +0.7%
BTW
8
Boston Trust Walden
Massachusetts
$69M +$1.19M +70,234 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$69M +$726K +43,009 +0.9%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$66.6M +$1.41M +83,507 +2%
Northern Trust
11
Northern Trust
Illinois
$62.8M +$1.44M +85,190 +2%
CCM
12
Channing Capital Management
Illinois
$57.6M -$15.2M -898,284 -19%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$48M +$1.57M +92,774 +3%
Charles Schwab
14
Charles Schwab
California
$47.5M +$1.52M +89,793 +3%
Federated Hermes
15
Federated Hermes
Pennsylvania
$47.2M +$13.8M +815,597 +35%
VCM
16
V3 Capital Management
Texas
$37.5M +$2.62M +155,300 +7%
HRES
17
Heitman Real Estate Securities
Illinois
$36.6M +$10.4M +614,594 +34%
GKIM
18
GW&K Investment Management
Massachusetts
$34.8M +$3.67M +217,117 +10%
Morgan Stanley
19
Morgan Stanley
New York
$31.4M -$33.3M -1,974,007 -49%
Norges Bank
20
Norges Bank
Norway
$29.8M -$2.08M -123,500 -6%
VLKIM
21
Van Lanschot Kempen Investment Management
Netherlands
$29.4M +$1.47M +86,912 +5%
N
22
Nuveen
North Carolina
$28.1M +$4.55M +269,547 +17%
Legal & General Group
23
Legal & General Group
United Kingdom
$26.1M -$1.41M -83,749 -5%
JP Morgan Chase
24
JP Morgan Chase
New York
$24.8M -$319K -18,923 -1%
Invesco
25
Invesco
Georgia
$24.5M +$2M +118,512 +8%

DOC Hedge Fund Activity: Q3 2022 in Review

355 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q3 2022, worth a combined $3.18B — down 13% from $3.66B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new DOC positions and 29 closed out — a net gain of 11 holders — while 146 added to existing stakes and 121 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $23.8M. The largest seller was Barclays, cutting an estimated $46M.

  • 355 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q3 2022, up from 349 in Q2 2022.
  • Funds reported $3.18B of PHYSICIANS REALTY TRUST stock for Q3 2022, down 13% quarter-over-quarter.
  • 40 funds opened new PHYSICIANS REALTY TRUST positions in Q3 2022 and 29 closed out, a net change of +11 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q3 2022 was Goldman Sachs, an estimated $23.8M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q3 2022 was Barclays, an estimated $46M sold.

Based on aggregated 13F filings for Q3 2022.