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DOC

PHYSICIANS REALTY TRUST

Delisted

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

360 hedge funds and large institutions have $3.41B invested in PHYSICIANS REALTY TRUST in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 165 increasing their positions, 93 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

724% more call options, than puts

Call options by funds: $5.47M | Put options by funds: $664K

77% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 93

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

29% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 31

4% more capital invested

Capital invested by funds: $3.28B → $3.41B (+$139M)

1% more funds holding

Funds holding: 357360 (+3)

Holders
360
Holders Change
+3
Holders Change %
+0.84%
% of All Funds
5.74%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
40
Increased
165
Reduced
93
Closed
31
Calls
$5.47M
Puts
$664K
Net Calls
+$4.81M
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$579M +$553K +36,631 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$522M +$13.2M +871,994 +3%
State Street
3
State Street
Massachusetts
$180M -$3.65K -242 -0%
AllianceBernstein
4
AllianceBernstein
Tennessee
$146M -$5.5M -364,672 -4%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$116M +$31.7M +2,103,232 +37%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$84.8M -$2.04M -135,074 -2%
Goldman Sachs
7
Goldman Sachs
New York
$75M -$4.86M -322,249 -6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$73.6M +$2.56M +169,830 +4%
Macquarie Group
9
Macquarie Group
Australia
$72M +$1.39M +92,216 +2%
BTW
10
Boston Trust Walden
Massachusetts
$71.2M +$4.37M +289,782 +6%
CCM
11
Channing Capital Management
Illinois
$65.4M +$8.56M +567,608 +15%
Northern Trust
12
Northern Trust
Illinois
$65M +$347K +22,981 +0.5%
JP Morgan Chase
13
JP Morgan Chase
New York
$53.3M +$25.3M +1,674,012 +88%
Charles Schwab
14
Charles Schwab
California
$50.4M +$1.04M +69,013 +2%
Federated Hermes
15
Federated Hermes
Pennsylvania
$49.9M -$726K -48,150 -1%
American Century Companies
16
American Century Companies
Missouri
$49.2M +$7.8M +517,046 +19%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$48.8M +$2M +132,340 +4%
VLKIM
18
Van Lanschot Kempen Investment Management
Netherlands
$39.2M +$131K +8,700 +0.3%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$38M +$31.6M +2,095,826 +464%
VCM
20
V3 Capital Management
Texas
$36.7M +$24.1K +1,600 +0.1%
GKIM
21
GW&K Investment Management
Massachusetts
$34.2M +$879K +58,266 +3%
Norges Bank
22
Norges Bank
Norway
$33.9M +$5.38M +356,752 +19%
Morgan Stanley
23
Morgan Stanley
New York
$30.5M +$4.3M +285,172 +16%
Legal & General Group
24
Legal & General Group
United Kingdom
$29.3M +$2.21M +146,588 +8%
Victory Capital Management
25
Victory Capital Management
Texas
$28.3M +$7.81M +517,571 +38%

DOC Hedge Fund Activity: Q1 2023 in Review

360 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q1 2023, worth a combined $3.41B — up 4.3% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new DOC positions and 31 closed out — a net gain of 9 holders — while 165 added to existing stakes and 93 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $31.7M. The largest seller was Marshall Wace, cutting an estimated $22.7M.

  • 360 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q1 2023, up from 357 in Q4 2022.
  • Funds reported $3.41B of PHYSICIANS REALTY TRUST stock for Q1 2023, up 4.3% quarter-over-quarter.
  • 40 funds opened new PHYSICIANS REALTY TRUST positions in Q1 2023 and 31 closed out, a net change of +9 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q1 2023 was Fuller & Thaler Asset Management, an estimated $31.7M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q1 2023 was Marshall Wace, an estimated $22.7M sold.

Based on aggregated 13F filings for Q1 2023.