CT
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Cambridge Trust’s Healthpeak Properties DOC Stock Holding History

Cambridge Trust’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
-470
Closed -$9.31K – 671
2023
Q4 		$9.31K Sell
470
-220
-32% -$3.87K ﹤0.01% 586
2023
Q3 		$12.7K Buy
690
+220
+47% +$4.52K ﹤0.01% 559
2023
Q2 		$9.45K Hold
470
– – ﹤0.01% 602
2023
Q1 		$10.3K Hold
470
– – ﹤0.01% 622
2022
Q4 		$12K Sell
470
-28
-6% -$681 ﹤0.01% 610
2022
Q3 		$11K Sell
498
-272
-35% -$7.18K ﹤0.01% 632
2022
Q2 		$20K Hold
770
– – ﹤0.01% 602
2022
Q1 		$26K Sell
770
-352
-31% -$11.9K ﹤0.01% 630
2021
Q4 		$40K Buy
+1,122
New +$38.7K ﹤0.01% 560
2020
Q2 		– Sell
-38,439
Closed -$917K – 244
2020
Q1 		$917K Sell
38,439
-242,944
-86% -$7.92M 0.06% 124
2019
Q4 		$9.7M Buy
281,383
+1,002
+0.4% +$35.1K 0.51% 67
2019
Q3 		$9.99M Buy
280,381
+813
+0.3% +$27.4K 0.58% 62
2019
Q2 		$8.94M Buy
279,568
+3,678
+1% +$114K 0.52% 63
2019
Q1 		$8.63M Buy
275,890
+21,251
+8% +$647K 0.52% 62
2018
Q4 		$7.11M Buy
+254,639
New +$7.05M 0.49% 63

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 $3.37T AUM 44.26% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
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

Cambridge Trust's DOC Position: Q1 2024 in Review

Cambridge Trust sold out of Healthpeak Properties (DOC) in Q1 2024, closing a stake of 470 shares — an estimated $9.31K sold.

Cambridge Trust first reported a position in DOC in Q4 2018 and held it in 15 quarters. The position peaked at $9.99M in Q3 2019. 679 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Cambridge Trust reported no remaining Healthpeak Properties position as of Q1 2024 after selling out during the quarter.
  • Cambridge Trust sold 470 Healthpeak Properties shares in Q1 2024, an estimated $9.31K.
  • Cambridge Trust first reported a position in Healthpeak Properties in Q4 2018 and held it in 15 quarters.
  • Cambridge Trust's Healthpeak Properties position peaked at $9.99M in Q3 2019.
  • 679 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.