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Baker Avenue Asset Management’s Healthpeak Properties DOC Stock Holding History

Baker Avenue Asset 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
Q4 		– Sell
-287
Closed -$5.26K – 659
2023
Q3 		$5.26K Buy
287
+259
+925% +$5.32K ﹤0.01% 929
2023
Q2 		$563 Sell
28
-125
-82% -$2.6K ﹤0.01% 1362
2023
Q1 		$3.36K Buy
153
+144
+1,600% +$3.57K ﹤0.01% 907
2022
Q4 		$226 Buy
+9
New +$219 ﹤0.01% 1536

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baker Avenue Asset Management's DOC Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Healthpeak Properties (DOC) in Q4 2023, closing a stake of 287 shares — an estimated $5.26K sold.

Baker Avenue Asset Management first reported a position in DOC in Q4 2022 and held it in 4 quarters. The position peaked at $5.26K in Q3 2023. 614 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Healthpeak Properties position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 287 Healthpeak Properties shares in Q4 2023, an estimated $5.26K.
  • Baker Avenue Asset Management first reported a position in Healthpeak Properties in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Healthpeak Properties position peaked at $5.26K in Q3 2023.
  • 614 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.