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First Personal Financial Services’s Healthpeak Properties DOC Stock Holding History

First Personal Financial Services’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
Q3 		$9.49K Buy
415
+185
+80% +$3.99K ﹤0.01% 309
2024
Q2 		$4.51K Hold
230
– – ﹤0.01% 313
2024
Q1 		$4.31K Buy
+230
New +$4.18K ﹤0.01% 312
2020
Q1 		– Sell
-29
Closed -$1K – 357
2019
Q4 		$1K Hold
29
– – ﹤0.01% 418
2019
Q3 		$1K Hold
29
– – ﹤0.01% 463
2019
Q2 		$1K Buy
+29
New +$902 ﹤0.01% 708
2018
Q2 		– Sell
-131
Closed -$3K – 729
2018
Q1 		$3K Sell
131
-588
-82% -$13.7K ﹤0.01% 956
2017
Q4 		$19K Sell
719
-90
-11% -$2.39K ﹤0.01% 654
2017
Q3 		$23K Buy
809
+90
+13% +$2.71K ﹤0.01% 562
2017
Q2 		$23K Sell
719
-170
-19% -$5.39K 0.01% 554
2017
Q1 		$28K Buy
889
+540
+155% +$16.6K 0.01% 509
2016
Q4 		$10K Buy
349
+76
+28% +$2.32K ﹤0.01% 706
2016
Q3 		$9K Hold
273
– – ﹤0.01% 606
2016
Q2 		$9K Buy
+273
New +$8.48K ﹤0.01% 580
2015
Q2 		– Sell
-51
Closed -$2K – 485
2015
Q1 		$2K Hold
51
– – ﹤0.01% 427
2014
Q4 		$2K Buy
+51
New +$2.02K ﹤0.01% 357

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
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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

First Personal Financial Services's DOC Position: Q3 2024 in Review

First Personal Financial Services increased its Healthpeak Properties (DOC) stake by 80% in Q3 2024, buying an estimated $3.99K and bringing the position to 415 shares worth $9.49K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

First Personal Financial Services first reported a position in DOC in Q4 2014 and has held it in 16 quarters since. The position peaked at $28K in Q1 2017. 734 funds tracked by Wall St. Rank hold DOC as of Q3 2024.

  • First Personal Financial Services held 415 shares of Healthpeak Properties worth $9.49K as of Q3 2024.
  • First Personal Financial Services bought 185 Healthpeak Properties shares in Q3 2024, an estimated $3.99K.
  • Healthpeak Properties made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #309 holding.
  • First Personal Financial Services first reported a position in Healthpeak Properties in Q4 2014 and has held it in 16 quarters since.
  • First Personal Financial Services's Healthpeak Properties position peaked at $28K in Q1 2017.
  • 734 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.