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Duality Advisers’s Healthpeak Properties DOC Stock Holding History

Duality Advisers’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
-72,700
Closed -$1.36M – 156
2024
Q1 		$1.36M Buy
+72,700
New +$1.32M 0.13% 254
2023
Q4 		– Sell
-255,936
Closed -$4.7M – 612
2023
Q3 		$4.7M Buy
255,936
+62,009
+32% +$1.27M 0.57% 18
2023
Q2 		$3.9M Sell
193,927
-46,889
-19% -$973K 0.49% 40
2023
Q1 		$5.29M Buy
+240,816
New +$5.97M 0.6% 12
2022
Q4 		– Sell
-77,023
Closed -$1.76M – 629
2022
Q3 		$1.76M Sell
77,023
-141,565
-65% -$3.74M 0.19% 211
2022
Q2 		$5.66M Buy
218,588
+208,895
+2,155% +$6.33M 0.56% 12
2022
Q1 		$333K Buy
+9,693
New +$326K 0.04% 535
2021
Q4 		– Sell
-89,360
Closed -$2.99M – 538
2021
Q3 		$2.99M Buy
89,360
+38,750
+77% +$1.37M 0.23% 178
2021
Q2 		$1.69M Sell
50,610
-10,931
-18% -$367K 0.15% 233
2021
Q1 		$1.95M Sell
61,541
-96,664
-61% -$2.94M 0.17% 227
2020
Q4 		$4.78M Buy
+158,205
New +$4.6M 0.36% 56
2020
Q1 		– Sell
-36,758
Closed -$1.27M – 90
2019
Q4 		$1.27M Sell
36,758
-14,512
-28% -$508K 0.08% 246
2019
Q3 		$1.83M Buy
51,270
+2,650
+5% +$89.5K 0.1% 208
2019
Q2 		$1.55M Buy
48,620
+24,400
+101% +$759K 0.14% 161
2019
Q1 		$758K Sell
24,220
-117,480
-83% -$3.58M 0.04% 190
2018
Q4 		$3.96M Buy
+141,700
New +$3.92M 0.23% 110

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

Duality Advisers's DOC Position: Q2 2024 in Review

Duality Advisers sold out of Healthpeak Properties (DOC) in Q2 2024, closing a stake of 72,700 shares — an estimated $1.36M sold.

Duality Advisers first reported a position in DOC in Q4 2018 and held it in 16 quarters. The position peaked at $5.66M in Q2 2022. 707 funds tracked by Wall St. Rank hold DOC as of Q2 2024.

  • Duality Advisers reported no remaining Healthpeak Properties position as of Q2 2024 after selling out during the quarter.
  • Duality Advisers sold 72,700 Healthpeak Properties shares in Q2 2024, an estimated $1.36M.
  • Duality Advisers first reported a position in Healthpeak Properties in Q4 2018 and held it in 16 quarters.
  • Duality Advisers's Healthpeak Properties position peaked at $5.66M in Q2 2022.
  • 707 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.