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Disciplined Investments’s Healthpeak Properties DOC Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-1,450
Closed -$29.1K – 496
2023
Q2 		$29.1K Hold
1,450
– – 0.02% 251
2023
Q1 		$31.9K Hold
1,450
– – 0.01% 260
2022
Q4 		$36.4K Hold
1,450
– – 0.02% 233
2022
Q3 		$33K Hold
1,450
– – 0.02% 257
2022
Q2 		$38K Hold
1,450
– – 0.02% 246
2022
Q1 		$50K Hold
1,450
– – 0.02% 222
2021
Q4 		$52K Hold
1,450
– – 0.02% 204
2021
Q3 		$49K Hold
1,450
– – 0.02% 204
2021
Q2 		$48K Buy
+1,450
New +$48.7K 0.02% 202

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Disciplined Investments's DOC Position: Q3 2023 in Review

Disciplined Investments sold out of Healthpeak Properties (DOC) in Q3 2023, closing a stake of 1,450 shares — an estimated $29.1K sold.

Disciplined Investments first reported a position in DOC in Q2 2021 and held it in 9 quarters. The position peaked at $52K in Q4 2021. 585 funds tracked by Wall St. Rank hold DOC as of Q3 2023.

  • Disciplined Investments reported no remaining Healthpeak Properties position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 1,450 Healthpeak Properties shares in Q3 2023, an estimated $29.1K.
  • Disciplined Investments first reported a position in Healthpeak Properties in Q2 2021 and held it in 9 quarters.
  • Disciplined Investments's Healthpeak Properties position peaked at $52K in Q4 2021.
  • 585 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.