Contravisory Investment Management’s Healthpeak Properties DOC Stock Holding History

Contravisory Investment Management’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	-22,121	Closed	-$448K	–	392
2024 Q4	$448K	Hold	22,121	–	–	0.1%	159
2024 Q3	$506K	Buy	+22,121	New	+$477K	0.11%	132
2020 Q2	–	Sell	-13,635	Closed	-$325K	–	273
2020 Q1	$325K	Sell	13,635 -274	-2%	-$8.93K	0.14%	70
2019 Q4	$479K	Buy	13,909 +22	+0.2%	+$770	0.18%	61
2019 Q3	$495K	Sell	13,887 -152	-1%	-$5.13K	0.19%	54
2019 Q2	$449K	Buy	14,039 +16	+0.1%	+$497	0.17%	64
2019 Q1	$439K	Sell	14,023 -330	-2%	-$10.1K	0.17%	68
2018 Q4	$401K	Buy	14,353 +765	+6%	+$21.2K	0.17%	71
2018 Q3	$358K	Buy	+13,588	New	+$357K	0.13%	98

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Contravisory Investment Management's DOC Position: Q1 2025 in Review

Contravisory Investment Management sold out of Healthpeak Properties (DOC) in Q1 2025, closing a stake of 22,121 shares — an estimated $448K sold.

Contravisory Investment Management first reported a position in DOC in Q3 2018 and held it in 9 quarters. The position peaked at $506K in Q3 2024. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2025.

Contravisory Investment Management reported no remaining Healthpeak Properties position as of Q1 2025 after selling out during the quarter.
Contravisory Investment Management sold 22,121 Healthpeak Properties shares in Q1 2025, an estimated $448K.
Contravisory Investment Management first reported a position in Healthpeak Properties in Q3 2018 and held it in 9 quarters.
Contravisory Investment Management's Healthpeak Properties position peaked at $506K in Q3 2024.
756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2025.

Based on Contravisory Investment Management's 13F filing for Q1 2025, filed 10 Apr 2025.