Carmichael Hill & Associates’s Healthpeak Properties DOC Stock Holding History

Carmichael Hill & Associates’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	$4.46K	Hold	195	–	–	﹤0.01%	669
2024 Q2	$3.82K	Hold	195	–	–	﹤0.01%	660
2024 Q1	$3.66K	Buy	+195	New	+$3.54K	﹤0.01%	653
2023 Q4	–	Sell	-192	Closed	-$3.53K	–	797
2023 Q3	$3.53K	Hold	192	–	–	﹤0.01%	666
2023 Q2	$3.86K	Hold	192	–	–	﹤0.01%	657
2023 Q1	$4.22K	Hold	192	–	–	﹤0.01%	650
2022 Q4	$4.81K	Hold	192	–	–	﹤0.01%	627
2022 Q3	$4K	Hold	192	–	–	﹤0.01%	688
2022 Q2	$5K	Hold	192	–	–	﹤0.01%	649
2022 Q1	$7K	Hold	192	–	–	﹤0.01%	646
2021 Q4	$7K	Hold	192	–	–	﹤0.01%	659
2021 Q3	$6K	Buy	192 +85	+79%	+$3.01K	﹤0.01%	662
2021 Q2	$4K	Hold	107	–	–	﹤0.01%	689
2021 Q1	$3K	Hold	107	–	–	﹤0.01%	692
2020 Q4	$3K	Hold	107	–	–	﹤0.01%	664
2020 Q3	$3K	Hold	107	–	–	﹤0.01%	626
2020 Q2	$3K	Hold	107	–	–	﹤0.01%	595
2020 Q1	$3K	Hold	107	–	–	﹤0.01%	572
2019 Q4	$4K	Buy	+107	New	+$3.74K	﹤0.01%	577

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

CIM

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

Carmichael Hill & Associates's DOC Position: Q3 2024 in Review

Carmichael Hill & Associates held its Healthpeak Properties (DOC) position steady in Q3 2024 at 195 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Carmichael Hill & Associates first reported a position in DOC in Q4 2019 and has held it in 19 quarters since. The position peaked at $7K in Q1 2022. 733 funds tracked by Wall St. Rank hold DOC as of Q3 2024.

Carmichael Hill & Associates held 195 shares of Healthpeak Properties worth $4.46K as of Q3 2024.
Carmichael Hill & Associates left its Healthpeak Properties share count unchanged in Q3 2024.
Healthpeak Properties made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #669 holding.
Carmichael Hill & Associates first reported a position in Healthpeak Properties in Q4 2019 and has held it in 19 quarters since.
Carmichael Hill & Associates's Healthpeak Properties position peaked at $7K in Q1 2022.
733 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.