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DOC

PHYSICIANS REALTY TRUST

Delisted

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

347 hedge funds and large institutions have $2.85B invested in PHYSICIANS REALTY TRUST in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 106 increasing their positions, 137 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $712K

3% more capital invested

Capital invested by funds: $2.75B → $2.85B (+$92.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 361347 (-14)

11% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 62

23% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 137

Holders
347
Holders Change
-14
Holders Change %
-3.88%
% of All Funds
5.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
55
Increased
106
Reduced
137
Closed
62
Calls
$1.81M
Puts
$712K
Net Calls
+$1.1M
Net Calls Change
+$657K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$579M +$35.9M +3,025,316 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$468M -$825K -69,440 -0.2%
State Street
3
State Street
Massachusetts
$170M +$2.42M +203,678 +2%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$114M -$4.5M -378,554 -4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$77.1M +$2.73M +229,645 +4%
Macquarie Group
6
Macquarie Group
Australia
$75.8M +$265K +22,323 +0.4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$74.3M -$899K -75,703 -1%
BTW
8
Boston Trust Walden
Massachusetts
$62.5M -$198K -16,661 -0.4%
Goldman Sachs
9
Goldman Sachs
New York
$53.2M -$4.25M -357,540 -8%
Charles Schwab
10
Charles Schwab
California
$52.5M +$2.85M +239,972 +6%
Morgan Stanley
11
Morgan Stanley
New York
$52.2M +$23.1M +1,941,561 +98%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$44.1M -$810K -68,161 -2%
Northern Trust
13
Northern Trust
Illinois
$43.5M -$14.1M -1,188,461 -27%
Norges Bank
14
Norges Bank
Norway
$34.9M +$850K +71,580 +3%
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$31.2M +$27.9M +2,345,063 New
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$30.4M -$8.18M -688,309 -23%
Victory Capital Management
17
Victory Capital Management
Texas
$30.2M +$1.04M +87,506 +4%
Legal & General Group
18
Legal & General Group
United Kingdom
$28.5M +$1.13M +95,079 +5%
Federated Hermes
19
Federated Hermes
Pennsylvania
$27.4M -$13.4M -1,127,659 -35%
CIC
20
Crawford Investment Counsel
Georgia
$25.6M -$1.24M -104,699 -5%
SFM
21
Systematic Financial Management
New Jersey
$25.4M +$120K +10,097 +0.5%
JP Morgan Chase
22
JP Morgan Chase
New York
$24.2M -$10.4M -872,653 -32%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$23.2M +$20.2M +1,702,886 +4,313%
AllianceBernstein
24
AllianceBernstein
Tennessee
$22.2M -$87.1M -7,335,233 -81%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$21M -$292K -24,603 -2%

DOC Hedge Fund Activity: Q4 2023 in Review

347 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q4 2023, worth a combined $2.85B — up 3.4% from $2.75B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of DOC and 55 opened new positions — a net loss of 7 holders — while 137 trimmed existing stakes and 106 added.

The largest buyer was BlackRock, adding an estimated $35.9M. The largest seller was AllianceBernstein, cutting an estimated $87.1M.

  • 347 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q4 2023, down from 361 in Q3 2023.
  • Funds reported $2.85B of PHYSICIANS REALTY TRUST stock for Q4 2023, up 3.4% quarter-over-quarter.
  • 55 funds opened new PHYSICIANS REALTY TRUST positions in Q4 2023 and 62 closed out, a net change of -7 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q4 2023 was BlackRock, an estimated $35.9M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q4 2023 was AllianceBernstein, an estimated $87.1M sold.

Based on aggregated 13F filings for Q4 2023.