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Concourse Financial Group Securities’s Healthpeak Properties DOC Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-6,989
Closed -$144K – 526
2024
Q4 		$144K Sell
6,989
-420
-6% -$9.1K 0.01% 833
2024
Q3 		$169K Sell
7,409
-5,079
-41% -$109K 0.01% 774
2024
Q2 		$245K Buy
12,488
+5,341
+75% +$102K 0.02% 636
2024
Q1 		$134K Buy
7,147
+114
+2% +$2.07K 0.01% 817
2023
Q4 		$139K Hold
7,033
– – 0.01% 783
2023
Q3 		$129K Buy
7,033
+499
+8% +$10.2K 0.01% 762
2023
Q2 		$131K Sell
6,534
-286
-4% -$5.94K 0.01% 774
2023
Q1 		$150K Sell
6,820
-91
-1% -$2.26K 0.01% 736
2022
Q4 		$173K Buy
6,911
+146
+2% +$3.55K 0.01% 651
2022
Q3 		$155K Buy
6,765
+256
+4% +$6.76K 0.01% 595
2022
Q2 		$169K Buy
6,509
+458
+8% +$13.9K 0.01% 635
2022
Q1 		$208K Buy
6,051
+3,885
+179% +$131K 0.02% 626
2021
Q4 		$78K Buy
2,166
+9
+0.4% +$310 ﹤0.01% 1109
2021
Q3 		$72K Buy
2,157
+163
+8% +$5.77K ﹤0.01% 1151
2021
Q2 		$66K Sell
1,994
-168
-8% -$5.64K ﹤0.01% 1177
2021
Q1 		$69K Buy
2,162
+240
+12% +$7.29K ﹤0.01% 1104
2020
Q4 		$58K Sell
1,922
-350
-15% -$10.2K ﹤0.01% 1103
2020
Q3 		$62K Buy
2,272
+46
+2% +$1.26K 0.01% 972
2020
Q2 		$61K Sell
2,226
-348
-14% -$8.88K 0.01% 905
2020
Q1 		$61K Buy
2,574
+1,428
+125% +$46.5K 0.01% 819
2019
Q4 		$40K Buy
1,146
+882
+334% +$30.9K ﹤0.01% 1018
2019
Q3 		$9K Sell
264
-1,382
-84% -$46.7K ﹤0.01% 1173
2019
Q2 		$53K Buy
1,646
+553
+51% +$17.2K 0.01% 841
2019
Q1 		$34K Sell
1,093
-149
-12% -$4.54K ﹤0.01% 1021
2018
Q4 		$34K Buy
1,242
+960
+340% +$26.6K ﹤0.01% 938
2018
Q3 		$7K Buy
+282
New +$7.41K ﹤0.01% 1260

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concourse Financial Group Securities's DOC Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Healthpeak Properties (DOC) in Q1 2025, closing a stake of 6,989 shares — an estimated $144K sold.

Concourse Financial Group Securities first reported a position in DOC in Q3 2018 and held it in 26 quarters. The position peaked at $245K in Q2 2024. 755 funds tracked by Wall St. Rank hold DOC as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Healthpeak Properties position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 6,989 Healthpeak Properties shares in Q1 2025, an estimated $144K.
  • Concourse Financial Group Securities first reported a position in Healthpeak Properties in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Healthpeak Properties position peaked at $245K in Q2 2024.
  • 755 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.