Duff & Phelps Investment Management’s Healthpeak Properties DOC Stock Holding History

Duff & Phelps 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	-637,478	Closed	-$12.9M	–	155
2024 Q4	$12.9M	Sell	637,478 -12,610	-2%	-$273K	0.15%	98
2024 Q3	$14.9M	Buy	650,088 +30,650	+5%	+$661K	0.17%	96
2024 Q2	$12.1M	Sell	619,438 -28,200	-4%	-$539K	0.15%	107
2024 Q1	$12.1M	Sell	647,638 -914,099	-59%	-$16.6M	0.15%	118
2023 Q4	$30.9M	Sell	1,561,737 -1,464,837	-48%	-$25.8M	0.37%	76
2023 Q3	$55.6M	Sell	3,026,574 -218,270	-7%	-$4.48M	0.73%	49
2023 Q2	$65.2M	Buy	3,244,844 +51,275	+2%	+$1.06M	0.79%	48
2023 Q1	$70.2M	Sell	3,193,569 -46,800	-1%	-$1.16M	0.85%	45
2022 Q4	$80.2M	Buy	3,240,369 +25,850	+0.8%	+$628K	0.97%	38
2022 Q3	$74M	Buy	3,214,519 +1,375,700	+75%	+$36.3M	0.93%	39
2022 Q2	$47.2M	Sell	1,838,819 -457,800	-20%	-$13.9M	0.58%	66
2022 Q1	$78.8M	Sell	2,296,619 -44,950	-2%	-$1.51M	0.91%	43
2021 Q4	$84.5M	Sell	2,341,569 -52,025	-2%	-$1.79M	0.99%	39
2021 Q3	$80.1M	Sell	2,393,594 -839,535	-26%	-$29.7M	1.04%	37
2021 Q2	$108M	Buy	3,233,129 +108,550	+3%	+$3.64M	1.4%	24
2021 Q1	$99.2M	Sell	3,124,579 -23,450	-0.7%	-$712K	1.35%	24
2020 Q4	$95.2M	Sell	3,148,029 -355,891	-10%	-$10.4M	1.38%	21
2020 Q3	$95.1M	Sell	3,503,920 -42,090	-1%	-$1.15M	1.48%	23
2020 Q2	$97.7M	Sell	3,546,010 -233,290	-6%	-$5.96M	1.54%	20
2020 Q1	$90.1M	Buy	3,779,300 +5,100	+0.1%	+$166K	1.57%	23
2019 Q4	$130M	Buy	3,774,200 +55,700	+1%	+$1.95M	1.72%	11
2019 Q3	$132M	Sell	3,718,500 -77,000	-2%	-$2.6M	1.79%	10
2019 Q2	$121M	Buy	3,795,500 +1,186,800	+45%	+$36.9M	1.7%	10
2019 Q1	$81.7M	Buy	+2,608,700	New	+$79.5M	1.23%	29
2017 Q4	–	Sell	-16,253	Closed	-$452K	–	251
2017 Q3	$452K	Hold	16,253	–	–	0.01%	249
2017 Q2	$519K	Hold	16,253	–	–	0.01%	244
2017 Q1	$508K	Sell	16,253 -1,500	-8%	-$46.1K	0.01%	250
2016 Q4	$528K	Sell	17,753 -1,740	-9%	-$53K	0.01%	249
2016 Q3	$674K	Hold	19,493	–	–	0.01%	233
2016 Q2	$628K	Hold	19,493	–	–	0.01%	219
2016 Q1	$578K	Hold	19,493	–	–	0.01%	219
2015 Q4	$679K	Sell	19,493 -470,562	-96%	-$15.7M	0.01%	219
2015 Q3	$16.6M	Sell	490,055 -8,729	-2%	-$302K	0.27%	101
2015 Q2	$16.6M	Sell	498,784 -77,189	-13%	-$2.81M	0.25%	101
2015 Q1	$22.7M	Sell	575,973 -727,590	-56%	-$29.2M	0.31%	91
2014 Q4	$52.3M	Sell	1,303,563 -242,458	-16%	-$9.62M	0.72%	59
2014 Q3	$55.9M	Sell	1,546,021 -303,403	-16%	-$11.5M	0.8%	59
2014 Q2	$69.7M	Sell	1,849,424 -174,253	-9%	-$6.56M	1.05%	38
2014 Q1	$71.5M	Sell	2,023,677 -25,171	-1%	-$869K	1.19%	33
2013 Q4	$67.8M	Buy	2,048,848 +1,695,378	+480%	+$60.5M	1.18%	38
2013 Q3	$13.2M	Buy	353,470 +41,051	+13%	+$1.6M	0.23%	97
2013 Q2	$12.9M	Buy	+312,419	New	+$14.2M	0.22%	92