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DOC

PHYSICIANS REALTY TRUST

Delisted

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

352 hedge funds and large institutions have $3.22B invested in PHYSICIANS REALTY TRUST in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 161 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

462% more call options, than puts

Call options by funds: $4.93M | Put options by funds: $878K

55% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 104

2% less funds holding

Funds holding: 360352 (-8)

6% less capital invested

Capital invested by funds: $3.41B → $3.22B (-$191M)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
352
Holders Change
-8
Holders Change %
-2.22%
% of All Funds
5.53%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
29
Increased
161
Reduced
104
Closed
33
Calls
$4.93M
Puts
$878K
Net Calls
+$4.05M
Net Calls Change
-$753K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$564M +$21.5M +1,515,172 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$492M +$3.11M +218,594 +0.6%
State Street
3
State Street
Massachusetts
$175M +$6.43M +452,288 +4%
AllianceBernstein
4
AllianceBernstein
Tennessee
$131M -$5.14M -362,085 -4%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$128M +$19.6M +1,378,527 +18%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$76.6M -$2.92M -205,273 -4%
Macquarie Group
7
Macquarie Group
Australia
$76.4M +$9.09M +639,670 +13%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$74.7M +$5.8M +407,885 +8%
Northern Trust
9
Northern Trust
Illinois
$64.8M +$3.98M +280,078 +6%
BTW
10
Boston Trust Walden
Massachusetts
$63.5M -$3.29M -231,608 -5%
Goldman Sachs
11
Goldman Sachs
New York
$62.8M -$7.63M -537,087 -11%
CCM
12
Channing Capital Management
Illinois
$61.5M +$234K +16,435 +0.4%
Charles Schwab
13
Charles Schwab
California
$49.9M +$2.72M +191,511 +6%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$47.3M +$1.64M +115,243 +4%
Federated Hermes
15
Federated Hermes
Pennsylvania
$46.7M +$8.95K +630 +0%
American Century Companies
16
American Century Companies
Missouri
$46.2M -$4.06K -286 -0%
JP Morgan Chase
17
JP Morgan Chase
New York
$40.7M -$9.4M -661,435 -19%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$40.5M +$4.92M +346,354 +14%
Norges Bank
19
Norges Bank
Norway
$34.2M +$2.47M +173,742 +8%
VCM
20
V3 Capital Management
Texas
$32.2M -$2.14M -150,600 -6%
GKIM
21
GW&K Investment Management
Massachusetts
$31.7M -$355K -24,955 -1%
Legal & General Group
22
Legal & General Group
United Kingdom
$28.8M +$1.36M +95,757 +5%
Victory Capital Management
23
Victory Capital Management
Texas
$27.8M +$1.29M +90,939 +5%
SFM
24
Systematic Financial Management
New Jersey
$26.1M +$2.49M +175,033 +10%
VLKIM
25
Van Lanschot Kempen Investment Management
Netherlands
$25.8M -$11.1M -778,200 -30%

DOC Hedge Fund Activity: Q2 2023 in Review

352 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q2 2023, worth a combined $3.22B — down 5.6% from $3.41B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of DOC and 29 opened new positions — a net loss of 4 holders — while 104 trimmed existing stakes and 161 added.

The largest buyer was BlackRock, adding an estimated $21.5M. The largest seller was Van Lanschot Kempen Investment Management, cutting an estimated $11.1M.

  • 352 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q2 2023, down from 360 in Q1 2023.
  • Funds reported $3.22B of PHYSICIANS REALTY TRUST stock for Q2 2023, down 5.6% quarter-over-quarter.
  • 29 funds opened new PHYSICIANS REALTY TRUST positions in Q2 2023 and 33 closed out, a net change of -4 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q2 2023 was BlackRock, an estimated $21.5M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q2 2023 was Van Lanschot Kempen Investment Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2023.