Alethea Capital Management’s Healthpeak Properties DOC Stock Holding History

Alethea Capital Management’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
2023 Q3	–	Sell	-25,722	Closed	-$517K	–	57
2023 Q2	$517K	Buy	+25,722	New	+$534K	0.55%	21
2019 Q3	–	Sell	-31,432	Closed	-$1M	–	88
2019 Q2	$1M	Buy	+31,432	New	+$977K	0.65%	17
2017 Q1	–	Sell	-17,392	Closed	-$517K	–	80
2016 Q4	$517K	Buy	+17,392	New	+$530K	0.65%	44
2015 Q2	–	Sell	-66,189	Closed	-$2.6M	–	76
2015 Q1	$2.6M	Buy	+66,189	New	+$2.66M	2.88%	16

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Alethea Capital Management's DOC Position: Q3 2023 in Review

Alethea Capital Management sold out of Healthpeak Properties (DOC) in Q3 2023, closing a stake of 25,722 shares — an estimated $517K sold.

Alethea Capital Management first reported a position in DOC in Q1 2015 and held it in 4 quarters. The position peaked at $2.6M in Q1 2015. 585 funds tracked by Wall St. Rank hold DOC as of Q3 2023.

Alethea Capital Management reported no remaining Healthpeak Properties position as of Q3 2023 after selling out during the quarter.
Alethea Capital Management sold 25,722 Healthpeak Properties shares in Q3 2023, an estimated $517K.
Alethea Capital Management first reported a position in Healthpeak Properties in Q1 2015 and held it in 4 quarters.
Alethea Capital Management's Healthpeak Properties position peaked at $2.6M in Q1 2015.
585 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2023.

Based on Alethea Capital Management's 13F filing for Q3 2023, filed 15 Nov 2023.