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DOC

PHYSICIANS REALTY TRUST

Delisted

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

361 hedge funds and large institutions have $2.75B invested in PHYSICIANS REALTY TRUST in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 128 increasing their positions, 142 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

44% more call options, than puts

Call options by funds: $1.44M | Put options by funds: $997K

3% more funds holding

Funds holding: 352361 (+9)

10% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 142

15% less capital invested

Capital invested by funds: $3.22B → $2.75B (-$471M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
361
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
5.73%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
38
Increased
128
Reduced
142
Closed
26
Calls
$1.44M
Puts
$997K
Net Calls
+$439K
Net Calls Change
-$3.62M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$493M +$2.31M +167,436 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$430M +$920K +66,584 +0.2%
State Street
3
State Street
Massachusetts
$153M +$298K +21,528 +0.2%
AllianceBernstein
4
AllianceBernstein
Tennessee
$110M -$5.44M -393,419 -4%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$109M -$2.16M -156,545 -2%
Macquarie Group
6
Macquarie Group
Australia
$69.2M +$2.97M +214,759 +4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$69M +$2.51M +181,773 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$67.8M +$3.09M +223,440 +4%
BTW
9
Boston Trust Walden
Massachusetts
$57.5M +$2.48M +179,512 +4%
Northern Trust
10
Northern Trust
Illinois
$54.4M -$2.4M -173,921 -4%
Goldman Sachs
11
Goldman Sachs
New York
$53.1M -$1.84M -133,439 -3%
CCM
12
Channing Capital Management
Illinois
$52.3M -$1.43M -103,550 -2%
Charles Schwab
13
Charles Schwab
California
$45.1M +$1.85M +134,171 +4%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$41.2M +$6.84K +495 +0%
American Century Companies
15
American Century Companies
Missouri
$41M +$910K +65,814 +2%
Federated Hermes
16
Federated Hermes
Pennsylvania
$38.8M -$2.17M -157,113 -5%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$36.3M +$1.13M +81,496 +3%
JP Morgan Chase
18
JP Morgan Chase
New York
$32.8M -$3.09M -223,274 -8%
Norges Bank
19
Norges Bank
Norway
$31.1M +$1.41M +102,073 +4%
Victory Capital Management
20
Victory Capital Management
Texas
$26.6M +$2.72M +196,861 +10%
GKIM
21
GW&K Investment Management
Massachusetts
$26.3M -$1.46M -105,263 -5%
Legal & General Group
22
Legal & General Group
United Kingdom
$24.9M -$181K -13,108 -0.6%
CIC
23
Crawford Investment Counsel
Georgia
$24.7M +$8.16M +590,634 +41%
Morgan Stanley
24
Morgan Stanley
New York
$24.1M +$3.03M +218,905 +12%
SFM
25
Systematic Financial Management
New Jersey
$23.2M +$473K +34,204 +2%

DOC Hedge Fund Activity: Q3 2023 in Review

361 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q3 2023, worth a combined $2.75B — down 15% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DOC positions and 26 closed out — a net gain of 12 holders — while 128 added to existing stakes and 142 trimmed.

The largest buyer was Crawford Investment Counsel, adding an estimated $8.16M. The largest seller was AEW Capital Management, cutting an estimated $20.6M.

  • 361 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q3 2023, up from 352 in Q2 2023.
  • Funds reported $2.75B of PHYSICIANS REALTY TRUST stock for Q3 2023, down 15% quarter-over-quarter.
  • 38 funds opened new PHYSICIANS REALTY TRUST positions in Q3 2023 and 26 closed out, a net change of +12 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q3 2023 was Crawford Investment Counsel, an estimated $8.16M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q3 2023 was AEW Capital Management, an estimated $20.6M sold.

Based on aggregated 13F filings for Q3 2023.