Fernwood Investment Management’s Healthpeak Properties DOC Stock Holding History

Fernwood 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
2024 Q4	–	Sell	-9,526	Closed	-$218K	–	174
2024 Q3	$218K	Buy	+9,526	New	+$205K	0.07%	172
2024 Q2	–	Sell	-9,526	Closed	-$179K	–	320
2024 Q1	$179K	Buy	+9,526	New	+$173K	0.05%	207
2023 Q2	–	Sell	-10,426	Closed	-$229K	–	192
2023 Q1	$229K	Sell	10,426 -600	-5%	-$14.9K	0.09%	163
2022 Q4	$276K	Hold	11,026	–	–	0.11%	151
2022 Q3	$253K	Hold	11,026	–	–	0.11%	151
2022 Q2	$286K	Hold	11,026	–	–	0.12%	144
2022 Q1	$379K	Hold	11,026	–	–	0.13%	143
2021 Q4	$398K	Sell	11,026 -700	-6%	-$24.1K	0.13%	147
2021 Q3	$393K	Hold	11,726	–	–	0.14%	145
2021 Q2	$390K	Hold	11,726	–	–	0.13%	147
2021 Q1	$372K	Hold	11,726	–	–	0.14%	146
2020 Q4	$354K	Sell	11,726 -550	-4%	-$16K	0.14%	143
2020 Q3	$333K	Sell	12,276 -262	-2%	-$7.18K	0.16%	133
2020 Q2	$346K	Hold	12,538	–	–	0.17%	120
2020 Q1	$299K	Sell	12,538 -500	-4%	-$16.3K	0.19%	115
2019 Q4	$449K	Hold	13,038	–	–	0.21%	102
2019 Q3	$465K	Buy	13,038 +2,000	+18%	+$67.5K	0.23%	109
2019 Q2	$353K	Sell	11,038 -2,000	-15%	-$62.2K	0.19%	107
2019 Q1	$408K	Sell	13,038 -500	-4%	-$15.2K	0.22%	101
2018 Q4	$378K	Hold	13,538	–	–	0.24%	95
2018 Q3	$356K	Hold	13,538	–	–	0.19%	117
2018 Q2	$350K	Sell	13,538 -800	-6%	-$18.9K	0.19%	114
2018 Q1	$333K	Hold	14,338	–	–	0.19%	111
2017 Q4	$374K	Sell	14,338 -1,100	-7%	-$29.2K	0.2%	108
2017 Q3	$430K	Buy	15,438 +62	+0.4%	+$1.86K	0.27%	90
2017 Q2	$491K	Hold	15,376	–	–	0.36%	79
2017 Q1	$481K	Hold	15,376	–	–	0.38%	69
2016 Q4	$457K	Sell	15,376 -2,605	-14%	-$79.4K	0.44%	66
2016 Q3	$621K	Buy	17,981 +275	+2%	+$9.62K	0.57%	54
2016 Q2	$571K	Hold	17,706	–	–	0.56%	53
2016 Q1	$525K	Buy	17,706 +494	+3%	+$14.8K	0.53%	51
2015 Q4	$599K	Hold	17,212	–	–	0.51%	53
2015 Q3	$584K	Hold	17,212	–	–	0.51%	56
2015 Q2	$572K	Hold	17,212	–	–	0.45%	62
2015 Q1	$677K	Hold	17,212	–	–	0.56%	51
2014 Q4	$690K	Hold	17,212	–	–	0.59%	49
2014 Q3	$622K	Sell	17,212 -659	-4%	-$25K	0.54%	56
2014 Q2	$674K	Sell	17,871 -1,001	-5%	-$37.7K	0.56%	53
2014 Q1	$667K	Hold	18,872	–	–	0.62%	49
2013 Q4	$624K	Buy	+18,872	New	+$673K	0.41%	64

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Fernwood Investment Management's DOC Position: Q4 2024 in Review

Fernwood Investment Management sold out of Healthpeak Properties (DOC) in Q4 2024, closing a stake of 9,526 shares — an estimated $218K sold.

Fernwood Investment Management first reported a position in DOC in Q4 2013 and held it in 40 quarters. The position peaked at $690K in Q4 2014. 762 funds tracked by Wall St. Rank hold DOC as of Q4 2024.

Fernwood Investment Management reported no remaining Healthpeak Properties position as of Q4 2024 after selling out during the quarter.
Fernwood Investment Management sold 9,526 Healthpeak Properties shares in Q4 2024, an estimated $218K.
Fernwood Investment Management first reported a position in Healthpeak Properties in Q4 2013 and held it in 40 quarters.
Fernwood Investment Management's Healthpeak Properties position peaked at $690K in Q4 2014.
762 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.