We are live on ! Find out more
DOC

PHYSICIANS REALTY TRUST

Delisted

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

9 hedge funds and large institutions have $12M invested in PHYSICIANS REALTY TRUST in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 338 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

97% less funds holding

Funds holding: 3479 (-338)

99% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 338

100% less capital invested

Capital invested by funds: $2.85B → $12M (-$2.83B)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
9
Holders Change
-338
Holders Change %
-97.41%
% of All Funds
0.13%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
2
Reduced
2
Closed
338
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1
CIBC World Markets
New York
$5.48M +$2.61M +212,166 +265%
IWA
2
IBEX Wealth Advisors
New Jersey
$2.55M +$2.16M +175,983 New
AMG
3
Advisors Management Group
Wisconsin
$1.78M +$1.17M +94,859 New
AIP
4
Ameritas Investment Partners
Nebraska
$1.25M -$961K -78,135 -54%
VIM
5
Vinva Investment Management
Australia
$532K +$349K +28,389 New
CASC
6
Coppell Advisory Solutions Corp
Texas
$218K +$143K +11,622 New
BRWA
7
B. Riley Wealth Advisors
Florida
$213K -$78.1K -6,354 -27%
IA
8
IFP Advisors
Florida
$1.89K +$148 +12 +8%
HNB
9
Huntington National Bank
Ohio
$11
BlackRock
10
BlackRock
New York
-$579M -43,492,907 Closed
Vanguard Group
11
Vanguard Group
Pennsylvania
-$468M -35,165,424 Closed
State Street
12
State Street
Massachusetts
-$170M -12,738,112 Closed
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
-$114M -8,596,650 Closed
Geode Capital Management
14
Geode Capital Management
Massachusetts
-$77.1M -5,790,536 Closed
Macquarie Group
15
Macquarie Group
Australia
-$75.8M -5,696,960 Closed
Bank of New York Mellon
16
Bank of New York Mellon
New York
-$74.3M -5,582,135 Closed
BTW
17
Boston Trust Walden
Massachusetts
-$62.5M -4,698,238 Closed
Goldman Sachs
18
Goldman Sachs
New York
-$53.2M -3,996,964 Closed
Charles Schwab
19
Charles Schwab
California
-$52.5M -3,943,465 Closed
Morgan Stanley
20
Morgan Stanley
New York
-$52.2M -3,918,410 Closed
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
-$44.1M -3,315,328 Closed
Northern Trust
22
Northern Trust
Illinois
-$43.5M -3,270,276 Closed
Norges Bank
23
Norges Bank
Norway
-$34.9M -2,620,780 Closed
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
-$31.2M -2,345,063 Closed
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
-$30.4M -2,287,460 Closed

DOC Hedge Fund Activity: Q1 2024 in Review

9 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q1 2024, worth a combined $12M — down 100% from $2.85B a quarter earlier.

Sellers outnumbered buyers: 338 funds closed out of DOC and 4 opened new positions — a net loss of 334 holders — while 2 trimmed existing stakes and 2 added.

The largest buyer was CIBC World Markets, adding an estimated $2.61M. The largest seller was BlackRock, exiting entirely with an estimated $579M sold.

  • 9 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q1 2024, down from 347 in Q4 2023.
  • Funds reported $12M of PHYSICIANS REALTY TRUST stock for Q1 2024, down 100% quarter-over-quarter.
  • 4 funds opened new PHYSICIANS REALTY TRUST positions in Q1 2024 and 338 closed out, a net change of -334 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q1 2024 was CIBC World Markets, an estimated $2.61M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q1 2024 was BlackRock, an estimated $579M sold.

Based on aggregated 13F filings for Q1 2024.