HSBC Holdings
DOC

HSBC Holdings’s PHYSICIANS REALTY TRUST DOC Stock Holding History

HSBC Holdings’s Portfolio DOC Stock Details DOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-140,403
Closed -$1.87M – 3303
2023
Q4 		$1.87M Buy
140,403
+15,048
+12% +$179K ﹤0.01% 1521
2023
Q3 		$1.53M Sell
125,355
-10,251
-8% -$142K ﹤0.01% 1559
2023
Q2 		$1.9M Buy
135,606
+11,533
+9% +$164K ﹤0.01% 1458
2023
Q1 		$1.85M Buy
124,073
+17,100
+16% +$258K ﹤0.01% 1548
2022
Q4 		$1.55M Sell
106,973
-32,775
-23% -$476K ﹤0.01% 1786
2022
Q3 		$2.1M Buy
139,748
+28,722
+26% +$485K ﹤0.01% 1545
2022
Q2 		$1.95M Sell
111,026
-72,074
-39% -$1.27M ﹤0.01% 1598
2022
Q1 		$3.25M Buy
183,100
+55,232
+43% +$970K ﹤0.01% 1370
2021
Q4 		$2.42M Buy
127,868
+79,283
+163% +$1.46M ﹤0.01% 1612
2021
Q3 		$861K Sell
48,585
-18,261
-27% -$338K ﹤0.01% 1964
2021
Q2 		$1.24M Buy
66,846
+30,897
+86% +$575K ﹤0.01% 1665
2021
Q1 		$636K Sell
35,949
-48,299
-57% -$857K ﹤0.01% 1841
2020
Q4 		$1.49M Buy
84,248
+49,872
+145% +$893K ﹤0.01% 1467
2020
Q3 		$616K Sell
34,376
-6,591
-16% -$117K ﹤0.01% 1810
2020
Q2 		$717K Sell
40,967
-100,060
-71% -$1.63M ﹤0.01% 1619
2020
Q1 		$1.93M Buy
141,027
+9,373
+7% +$172K ﹤0.01% 1198
2019
Q4 		$2.49M Buy
131,654
+37,986
+41% +$697K ﹤0.01% 1409
2019
Q3 		$1.66M Buy
93,668
+38,979
+71% +$677K ﹤0.01% 1691
2019
Q2 		$954K Sell
54,689
-2,488
-4% -$45.3K ﹤0.01% 1801
2019
Q1 		$1.08M Buy
57,177
+8,690
+18% +$155K ﹤0.01% 1790
2018
Q4 		$777K Buy
48,487
+2,585
+6% +$43.3K ﹤0.01% 1922
2018
Q3 		$774K Sell
45,902
-2,369
-5% -$39.3K ﹤0.01% 1852
2018
Q2 		$769K Buy
48,271
+5,713
+13% +$86.4K ﹤0.01% 1889
2018
Q1 		$663K Buy
42,558
+1,028
+2% +$16.1K ﹤0.01% 1823
2017
Q4 		$747K Buy
41,530
+5,263
+15% +$94.4K ﹤0.01% 1383
2017
Q3 		$643K Buy
36,267
+2,253
+7% +$41.6K ﹤0.01% 1636
2017
Q2 		$685K Buy
34,014
+260
+0.8% +$5.28K ﹤0.01% 1575
2017
Q1 		$671K Sell
33,754
-20,020
-37% -$382K ﹤0.01% 1508
2016
Q4 		$1.02M Buy
53,774
+22,678
+73% +$430K ﹤0.01% 1419
2016
Q3 		$670K Sell
31,096
-8,608
-22% -$182K ﹤0.01% 1472
2016
Q2 		$834K Buy
39,704
+18,787
+90% +$360K ﹤0.01% 1399
2016
Q1 		$384K Buy
20,917
+4,696
+29% +$81K ﹤0.01% 1649
2015
Q4 		$275K Buy
16,221
+2,655
+20% +$42.3K ﹤0.01% 1919
2015
Q3 		$204K Buy
13,566
+1,431
+12% +$22K ﹤0.01% 1796
2015
Q2 		$183K Sell
12,135
-14,853
-55% -$246K ﹤0.01% 1850
2015
Q1 		$476K Buy
26,988
+10,373
+62% +$175K ﹤0.01% 1569
2014
Q4 		$276K Buy
+16,615
New +$254K ﹤0.01% 1628

Other funds holding DOC

CWM
CIBC World Markets New York $20.8B AUM
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return
CASC
Coppell Advisory Solutions Corp Coppell, Texas $531M AUM
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

HSBC Holdings's DOC Position: Q1 2024 in Review

HSBC Holdings sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 140,403 shares — an estimated $1.87M sold.

HSBC Holdings first reported a position in DOC in Q4 2014 and held it in 37 quarters. The position peaked at $3.25M in Q1 2022. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • HSBC Holdings reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • HSBC Holdings sold 140,403 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $1.87M.
  • HSBC Holdings first reported a position in PHYSICIANS REALTY TRUST in Q4 2014 and held it in 37 quarters.
  • HSBC Holdings's PHYSICIANS REALTY TRUST position peaked at $3.25M in Q1 2022.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on HSBC Holdings's 13F filing for Q1 2024, filed 15 May 2024.