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Dover Advisors’s Healthpeak Properties DOC Stock Holding History

Dover Advisors’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
Q4 		– Sell
-9,500
Closed -$217K – 132
2024
Q3 		$217K Buy
+9,500
New +$205K 0.12% 127
2023
Q2 		– Sell
-9,500
Closed -$209K – 106
2023
Q1 		$209K Hold
9,500
– – 0.2% 92
2022
Q4 		$238K Buy
+9,500
New +$231K 0.26% 88

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Dover Advisors's DOC Position: Q4 2024 in Review

Dover Advisors sold out of Healthpeak Properties (DOC) in Q4 2024, closing a stake of 9,500 shares — an estimated $217K sold.

Dover Advisors first reported a position in DOC in Q4 2022 and held it in 3 quarters. The position peaked at $238K in Q4 2022. 762 funds tracked by Wall St. Rank hold DOC as of Q4 2024.

  • Dover Advisors reported no remaining Healthpeak Properties position as of Q4 2024 after selling out during the quarter.
  • Dover Advisors sold 9,500 Healthpeak Properties shares in Q4 2024, an estimated $217K.
  • Dover Advisors first reported a position in Healthpeak Properties in Q4 2022 and held it in 3 quarters.
  • Dover Advisors's Healthpeak Properties position peaked at $238K in Q4 2022.
  • 762 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2024.

Based on Dover Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.