Beach Investment Counsel’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-21,215
| Closed | -$430K | – | 122 |
|
|
2024
Q4 | $430K | Sell |
21,215
-23,530
| -53% | -$510K | 0.06% | 97 |
|
|
2024
Q3 | $1.02M | Sell |
44,745
-4,700
| -10% | -$101K | 0.13% | 77 |
|
|
2024
Q2 | $969K | Sell |
49,445
-8,891
| -15% | -$170K | 0.12% | 80 |
|
|
2024
Q1 | $1.16M | Buy |
58,336
+599
| +1% | +$10.9K | 0.14% | 89 |
|
|
2023
Q4 | $1.14M | Sell |
57,737
-164,058
| -74% | -$2.89M | 0.14% | 89 |
|
|
2023
Q3 | $4.07M | Buy |
221,795
+52,760
| +31% | +$1.08M | 0.51% | 52 |
|
|
2023
Q2 | $3.4M | Buy |
169,035
+13,650
| +9% | +$283K | 0.4% | 64 |
|
|
2023
Q1 | $3.41M | Sell |
155,385
-1,650
| -1% | -$40.9K | 0.45% | 54 |
|
|
2022
Q4 | $3.94M | Sell |
157,035
-4,200
| -3% | -$102K | 0.49% | 47 |
|
|
2022
Q3 | $3.7M | Sell |
161,235
-1,125
| -0.7% | -$29.7K | 0.53% | 48 |
|
|
2022
Q2 | $4.21M | Hold |
162,360
| – | – | 0.53% | 51 |
|
|
2022
Q1 | $5.57M | Buy |
+162,360
| New | +$5.47M | 0.59% | 45 |
|
|
2021
Q4 | – | Sell |
-162,810
| Closed | -$5.45M | – | 146 |
|
|
2021
Q3 | $5.45M | Sell |
162,810
-3,000
| -2% | -$106K | 0.52% | 49 |
|
|
2021
Q2 | $5.52M | Sell |
165,810
-10,535
| -6% | -$354K | 0.49% | 48 |
|
|
2021
Q1 | $5.6M | Sell |
176,345
-105,975
| -38% | -$3.22M | 0.5% | 50 |
|
|
2020
Q4 | $8.54M | Buy |
282,320
+98,690
| +54% | +$2.87M | 0.81% | 37 |
|
|
2020
Q3 | $4.99M | Sell |
183,630
-11,885
| -6% | -$326K | 0.59% | 48 |
|
|
2020
Q2 | $5.39M | Sell |
195,515
-6,515
| -3% | -$166K | 0.72% | 39 |
|
|
2020
Q1 | $4.82M | Sell |
202,030
-200
| -0.1% | -$6.52K | 0.81% | 35 |
|
|
2019
Q4 | $6.97M | Sell |
202,230
-3,720
| -2% | -$130K | 0.77% | 34 |
|
|
2019
Q3 | $7.34M | Sell |
205,950
-5,200
| -2% | -$176K | 0.84% | 32 |
|
|
2019
Q2 | $6.75M | Hold |
211,150
| – | – | 0.78% | 35 |
|
|
2019
Q1 | $6.61M | Hold |
211,150
| – | – | 0.74% | 34 |
|
|
2018
Q4 | $6.66M | Sell |
211,150
-32,000
| -13% | -$886K | 0.81% | 33 |
|
|
2018
Q3 | $6.4M | Hold |
243,150
| – | – | 0.63% | 39 |
|
|
2018
Q2 | $6.28M | Hold |
243,150
| – | – | 0.66% | 39 |
|
|
2018
Q1 | $5.65M | Buy |
243,150
+106,100
| +77% | +$2.46M | 0.59% | 44 |
|
|
2017
Q4 | $3.57M | Buy |
137,050
+65,300
| +91% | +$1.73M | 0.35% | 58 |
|
|
2017
Q3 | $2M | Buy |
+71,750
| New | +$2.16M | 0.21% | 75 |
|
|
2015
Q1 | – | Sell |
-114,697
| Closed | -$4.6M | – | 177 |
|
|
2014
Q4 | $4.6M | Buy |
+114,697
| New | +$4.55M | 0.38% | 48 |
|
Other funds holding DOC
CIM
Beach Investment Counsel's DOC Position: Q1 2025 in Review
Beach Investment Counsel sold out of Healthpeak Properties (DOC) in Q1 2025, closing a stake of 21,215 shares — an estimated $430K sold.
Beach Investment Counsel first reported a position in DOC in Q4 2014 and held it in 30 quarters. The position peaked at $8.54M in Q4 2020. 755 funds tracked by Wall St. Rank hold DOC as of Q1 2025.
- Beach Investment Counsel reported no remaining Healthpeak Properties position as of Q1 2025 after selling out during the quarter.
- Beach Investment Counsel sold 21,215 Healthpeak Properties shares in Q1 2025, an estimated $430K.
- Beach Investment Counsel first reported a position in Healthpeak Properties in Q4 2014 and held it in 30 quarters.
- Beach Investment Counsel's Healthpeak Properties position peaked at $8.54M in Q4 2020.
- 755 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2025.
Based on Beach Investment Counsel's 13F filing for Q1 2025, filed 14 Apr 2025.