CCM Investment Advisers’s Healthpeak Properties DOC Stock Holding History

CCM Investment Advisers’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
2023 Q1	–	Sell	-45,980	Closed	-$1.15M	–	71
2022 Q4	$1.15M	Sell	45,980 -434,971	-90%	-$10.6M	0.18%	58
2022 Q3	$11M	Buy	480,951 +39,751	+9%	+$1.05M	1.88%	28
2022 Q2	$11.4M	Sell	441,200 -30,415	-6%	-$922K	1.84%	27
2022 Q1	$16.2M	Buy	471,615 +8,575	+2%	+$289K	2.21%	6
2021 Q4	$16.7M	Buy	463,040 +2,095	+0.5%	+$72.3K	2.03%	13
2021 Q3	$15.4M	Buy	460,945 +6,440	+1%	+$228K	2.01%	12
2021 Q2	$15.1M	Buy	454,505 +28,000	+7%	+$940K	1.94%	12
2021 Q1	$13.5M	Buy	+426,505	New	+$13M	1.83%	20
2013 Q3	–	Sell	-4,886	Closed	-$202K	–	146
2013 Q2	$202K	Buy	+4,886	New	+$223K	0.02%	143

Other funds holding DOC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CCM Investment Advisers's DOC Position: Q1 2023 in Review

CCM Investment Advisers sold out of Healthpeak Properties (DOC) in Q1 2023, closing a stake of 45,980 shares — an estimated $1.15M sold.

CCM Investment Advisers first reported a position in DOC in Q2 2013 and held it in 9 quarters. The position peaked at $16.7M in Q4 2021. 592 funds tracked by Wall St. Rank hold DOC as of Q1 2023.

CCM Investment Advisers reported no remaining Healthpeak Properties position as of Q1 2023 after selling out during the quarter.
CCM Investment Advisers sold 45,980 Healthpeak Properties shares in Q1 2023, an estimated $1.15M.
CCM Investment Advisers first reported a position in Healthpeak Properties in Q2 2013 and held it in 9 quarters.
CCM Investment Advisers's Healthpeak Properties position peaked at $16.7M in Q4 2021.
592 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2023.

Based on CCM Investment Advisers's 13F filing for Q1 2023, filed 17 May 2023.