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D.J. St. Germain’s Healthpeak Properties DOC Stock Holding History

D.J. St. Germain’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
-244
Closed -$4.66K – 791
2024
Q1 		$4.58K Hold
244
– – ﹤0.01% 622
2023
Q4 		$4.83K Hold
244
– – ﹤0.01% 617
2023
Q3 		$4.48K Hold
244
– – ﹤0.01% 594
2023
Q2 		$4.9K Buy
+244
New +$5.07K ﹤0.01% 590
2017
Q2 		– Sell
-209,697
Closed -$6.56M – 147
2017
Q1 		$6.56M Sell
209,697
-1,990
-0.9% -$61.1K 0.91% 41
2016
Q4 		$6.29M Sell
211,687
-234,630
-53% -$7.15M 0.85% 41
2016
Q3 		$15.4M Sell
446,317
-6,522
-1% -$228K 2.15% 14
2016
Q2 		$14.6M Sell
452,839
-4,779
-1% -$148K 2.04% 16
2016
Q1 		$13.6M Buy
457,618
+1,082
+0.2% +$32.5K 1.94% 21
2015
Q4 		$15.9M Sell
456,536
-1,544
-0.3% -$51.7K 2.39% 11
2015
Q3 		$15.5M Sell
458,080
-4,315
-0.9% -$149K 2.6% 12
2015
Q2 		$15.4M Buy
462,395
+652
+0.1% +$23.7K 2.32% 18
2015
Q1 		$18.2M Buy
461,743
+15,377
+3% +$617K 2.63% 10
2014
Q4 		$17.9M Sell
446,366
-5,818
-1% -$231K 2.6% 12
2014
Q3 		$16.4M Sell
452,184
-5,698
-1% -$216K 2.47% 16
2014
Q2 		$17.3M Sell
457,882
-12,809
-3% -$482K 2.54% 15
2014
Q1 		$16.6M Sell
470,691
-24,128
-5% -$833K 2.54% 18
2013
Q4 		$16.4M Buy
494,819
+437,619
+765% +$15.6M 2.4% 19
2013
Q3 		$2.13M Buy
+57,200
New +$2.23M 0.34% 52

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

D.J. St. Germain's DOC Position: Q2 2024 in Review

D.J. St. Germain sold out of Healthpeak Properties (DOC) in Q2 2024, closing a stake of 244 shares — an estimated $4.66K sold.

D.J. St. Germain first reported a position in DOC in Q3 2013 and held it in 19 quarters. The position peaked at $18.2M in Q1 2015. 707 funds tracked by Wall St. Rank hold DOC as of Q2 2024.

  • D.J. St. Germain reported no remaining Healthpeak Properties position as of Q2 2024 after selling out during the quarter.
  • D.J. St. Germain sold 244 Healthpeak Properties shares in Q2 2024, an estimated $4.66K.
  • D.J. St. Germain first reported a position in Healthpeak Properties in Q3 2013 and held it in 19 quarters.
  • D.J. St. Germain's Healthpeak Properties position peaked at $18.2M in Q1 2015.
  • 707 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2024.

Based on D.J. St. Germain's 13F filing for Q2 2024, filed 8 Jul 2024.