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Castleview Partners’s Healthpeak Properties DOC Stock Holding History

Castleview Partners’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
Q2 		– Sell
-24
Closed -$450 – 942
2024
Q1 		$450 Hold
24
– – ﹤0.01% 841
2023
Q4 		$475 Buy
+24
New +$422 ﹤0.01% 802
2022
Q1 		– Sell
-18,225
Closed -$505 – 787
2021
Q4 		$505 Buy
+18,225
New +$629K ﹤0.01% 515
2021
Q2 		$59K Buy
+1,760
New +$59.1K 0.03% 374

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Castleview Partners's DOC Position: Q2 2024 in Review

Castleview Partners sold out of Healthpeak Properties (DOC) in Q2 2024, closing a stake of 24 shares — an estimated $450 sold.

Castleview Partners first reported a position in DOC in Q2 2021 and held it in 4 quarters. The position peaked at $59K in Q2 2021. 707 funds tracked by Wall St. Rank hold DOC as of Q2 2024.

  • Castleview Partners reported no remaining Healthpeak Properties position as of Q2 2024 after selling out during the quarter.
  • Castleview Partners sold 24 Healthpeak Properties shares in Q2 2024, an estimated $450.
  • Castleview Partners first reported a position in Healthpeak Properties in Q2 2021 and held it in 4 quarters.
  • Castleview Partners's Healthpeak Properties position peaked at $59K in Q2 2021.
  • 707 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2024.

Based on Castleview Partners's 13F filing for Q2 2024, filed 31 Jul 2024.