First Dallas Securities’s Healthpeak Properties DOC Stock Holding History

First Dallas Securities’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
2022 Q3	–	Sell	-9,074	Closed	-$235K	–	115
2022 Q2	$235K	Sell	9,074 -1,999	-18%	-$60.6K	0.16%	105
2022 Q1	$380K	Sell	11,073 -499	-4%	-$16.8K	0.21%	93
2021 Q4	$418K	Sell	11,572 -499	-4%	-$17.2K	0.27%	81
2021 Q3	$404K	Buy	12,071 +1	+0%	+$35	0.28%	81
2021 Q2	$402K	Sell	12,070 -1,000	-8%	-$33.6K	0.26%	81
2021 Q1	$415K	Hold	13,070	–	–	0.35%	70
2020 Q4	$395K	Buy	13,070 +1,250	+11%	+$36.4K	0.36%	69
2020 Q3	$321K	Buy	+11,820	New	+$324K	0.36%	63
2018 Q1	–	Sell	-7,425	Closed	-$194K	–	112
2017 Q4	$194K	Sell	7,425 -3,950	-35%	-$105K	0.12%	105
2017 Q3	$317K	Hold	11,375	–	–	0.22%	82
2017 Q2	$364K	Hold	11,375	–	–	0.27%	75
2017 Q1	$356K	Buy	11,375 +3,210	+39%	+$98.6K	0.25%	76
2016 Q4	$243K	Buy	+8,165	New	+$249K	0.17%	93
2015 Q1	–	Sell	-6,326	Closed	-$254K	–	103
2014 Q4	$254K	Hold	6,326	–	–	0.17%	82
2014 Q3	$229K	Buy	6,326 +549	+10%	+$20.8K	0.14%	94
2014 Q2	$218K	Buy	+5,777	New	+$217K	0.13%	90
2013 Q3	–	Sell	-5,209	Closed	-$216K	–	97
2013 Q2	$216K	Buy	+5,209	New	+$238K	0.17%	74

Other funds holding DOC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Dallas Securities's DOC Position: Q3 2022 in Review

First Dallas Securities sold out of Healthpeak Properties (DOC) in Q3 2022, closing a stake of 9,074 shares — an estimated $235K sold.

First Dallas Securities first reported a position in DOC in Q2 2013 and held it in 17 quarters. The position peaked at $418K in Q4 2021. 591 funds tracked by Wall St. Rank hold DOC as of Q3 2022.

First Dallas Securities reported no remaining Healthpeak Properties position as of Q3 2022 after selling out during the quarter.
First Dallas Securities sold 9,074 Healthpeak Properties shares in Q3 2022, an estimated $235K.
First Dallas Securities first reported a position in Healthpeak Properties in Q2 2013 and held it in 17 quarters.
First Dallas Securities's Healthpeak Properties position peaked at $418K in Q4 2021.
591 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2022.

Based on First Dallas Securities's 13F filing for Q3 2022, filed 21 Oct 2022.