Cannell & Spears’s Healthpeak Properties DOC Stock Holding History

Cannell & Spears’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 Q4	–	Sell	-9,655	Closed	-$221K	–	405
2024 Q3	$221K	Buy	+9,655	New	+$208K	﹤0.01%	374
2024 Q2	–	Sell	-10,290	Closed	-$193K	–	376
2024 Q1	$193K	Hold	10,290	–	–	﹤0.01%	365
2023 Q4	$204K	Hold	10,290	–	–	0.02%	209
2023 Q3	$189K	Buy	+10,290	New	+$211K	0.02%	202
2015 Q4	–	Sell	-8,434	Closed	-$286K	–	123
2015 Q3	$286K	Buy	8,434 +1,043	+14%	+$36.1K	0.03%	107
2015 Q2	$245K	Buy	+7,391	New	+$269K	0.03%	124

Other funds holding DOC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Cannell & Spears's DOC Position: Q4 2024 in Review

Cannell & Spears sold out of Healthpeak Properties (DOC) in Q4 2024, closing a stake of 9,655 shares — an estimated $221K sold.

Cannell & Spears first reported a position in DOC in Q2 2015 and held it in 6 quarters. The position peaked at $286K in Q3 2015. 761 funds tracked by Wall St. Rank hold DOC as of Q4 2024.

Cannell & Spears reported no remaining Healthpeak Properties position as of Q4 2024 after selling out during the quarter.
Cannell & Spears sold 9,655 Healthpeak Properties shares in Q4 2024, an estimated $221K.
Cannell & Spears first reported a position in Healthpeak Properties in Q2 2015 and held it in 6 quarters.
Cannell & Spears's Healthpeak Properties position peaked at $286K in Q3 2015.
761 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2024.

Based on Cannell & Spears's 13F filing for Q4 2024, filed 12 Feb 2025.