Banque Cantonale Vaudoise’s Healthpeak Properties DOC Stock Holding History

Banque Cantonale Vaudoise’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 Q3	–	Sell	-30,595	Closed	-$600K	–	817
2024 Q2	$600K	Buy	+30,595	New	+$584K	0.02%	414
2023 Q4	–	Sell	-36,397	Closed	-$668K	–	1069
2023 Q3	$668K	Sell	36,397 -1,521	-4%	-$31.2K	0.03%	409
2023 Q2	$763K	Buy	37,918 +20,000	+112%	+$415K	0.04%	410
2023 Q1	$394K	Hold	17,918	–	–	0.02%	517
2022 Q4	$449K	Hold	17,918	–	–	0.02%	472
2022 Q3	$410K	Hold	17,918	–	–	0.02%	522
2022 Q2	$465K	Hold	17,918	–	–	0.02%	510
2022 Q1	$615K	Hold	17,918	–	–	0.03%	506
2021 Q4	$647K	Hold	17,918	–	–	0.03%	511
2021 Q3	$600K	Hold	17,918	–	–	0.03%	517
2021 Q2	$596K	Sell	17,918 -3,244	-15%	-$109K	0.03%	544
2021 Q1	$672K	Hold	21,162	–	–	0.03%	474
2020 Q4	$639K	Hold	21,162	–	–	0.04%	432
2020 Q3	$574K	Buy	21,162 +5,000	+31%	+$137K	0.04%	400
2020 Q2	$445K	Sell	16,162 -12,500	-44%	-$319K	0.03%	417
2020 Q1	$683K	Buy	28,662 +6,900	+32%	+$225K	0.06%	302
2019 Q4	$751K	Buy	+21,762	New	+$761K	0.05%	349

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Banque Cantonale Vaudoise's DOC Position: Q3 2024 in Review

Banque Cantonale Vaudoise sold out of Healthpeak Properties (DOC) in Q3 2024, closing a stake of 30,595 shares — an estimated $600K sold.

Banque Cantonale Vaudoise first reported a position in DOC in Q4 2019 and held it in 17 quarters. The position peaked at $763K in Q2 2023. 734 funds tracked by Wall St. Rank hold DOC as of Q3 2024.

Banque Cantonale Vaudoise reported no remaining Healthpeak Properties position as of Q3 2024 after selling out during the quarter.
Banque Cantonale Vaudoise sold 30,595 Healthpeak Properties shares in Q3 2024, an estimated $600K.
Banque Cantonale Vaudoise first reported a position in Healthpeak Properties in Q4 2019 and held it in 17 quarters.
Banque Cantonale Vaudoise's Healthpeak Properties position peaked at $763K in Q2 2023.
734 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2024.

Based on Banque Cantonale Vaudoise's 13F filing for Q3 2024, filed 8 Nov 2024.