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DOC

PHYSICIANS REALTY TRUST
DOC

Delisted

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

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3 hedge funds and large institutions have $440K invested in PHYSICIANS REALTY TRUST in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% less funds holding

Funds holding: 9 → 3 (-6)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

96% less capital invested

Capital invested by funds: $12M → $440K (-$11.6M)

Holders
3
Holders Change
-6
Holders Change %
-66.67%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
–
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SLG
Silver Lake Group
California
+$212K

Top Sellers

Rank Fund Capital Flow
1
CWM
CIBC World Markets
New York
-$5.48M
2
IWA
IBEX Wealth Advisors
New Jersey
-$2.55M
3
AMG
Advisors Management Group
Wisconsin
-$1.78M
4
AIP
Ameritas Investment Partners
Nebraska
-$1.25M
5
VIM
Vinva Investment Management
Australia
-$532K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
1
Coppell Advisory Solutions
Texas
$228K +$228K +11,644 New
SLG
2
Silver Lake Group
California
$212K +$212K +10,800 New
HNB
3
Huntington National Bank
Ohio
$11 – – –
CWM
4
CIBC World Markets
New York
– -$5.48M -292,252 Closed
IWA
5
IBEX Wealth Advisors
New Jersey
– -$2.55M -175,983 Closed
AMG
6
Advisors Management Group
Wisconsin
– -$1.78M -94,859 Closed
AIP
7
Ameritas Investment Partners
Nebraska
– -$1.25M -66,400 Closed
VIM
8
Vinva Investment Management
Australia
– -$532K -28,389 Closed
BRWA
9
B. Riley Wealth Advisors
Florida
– -$213K -17,439 Closed
IA
10
IFP Advisors
Florida
– -$1.89K -168 Closed

DOC Hedge Fund Activity: Q2 2024 in Review

3 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q2 2024, worth a combined $440K — down 96% from $12M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DOC and 2 opened new positions — a net loss of 5 holders — while 0 trimmed existing stakes and 0 added.

The largest buyer was Silver Lake Group, opening a new position worth an estimated $212K. The largest seller was CIBC World Markets, exiting entirely with an estimated $5.48M sold.

  • 3 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q2 2024, down from 9 in Q1 2024.
  • Funds reported $440K of PHYSICIANS REALTY TRUST stock for Q2 2024, down 96% quarter-over-quarter.
  • 2 funds opened new PHYSICIANS REALTY TRUST positions in Q2 2024 and 7 closed out, a net change of -5 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q2 2024 was Silver Lake Group, an estimated $212K added.
  • The largest PHYSICIANS REALTY TRUST seller in Q2 2024 was CIBC World Markets, an estimated $5.48M sold.

Based on aggregated 13F filings for Q2 2024.