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First Trust Direct Indexing’s Healthpeak Properties DOC Stock Holding History

First Trust Direct Indexing’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
-41,950
Closed -$959K – 250
2024
Q3 		$959K Buy
41,950
+446
+1% +$9.61K 0.05% 356
2024
Q2 		$813K Buy
41,504
+10,523
+34% +$201K 0.05% 368
2024
Q1 		$581K Buy
30,981
+6,378
+26% +$116K 0.04% 433
2023
Q4 		$487K Buy
+24,603
New +$433K 0.04% 446
2021
Q2 		– Sell
-6,373
Closed -$202K – 595
2021
Q1 		$202K Sell
6,373
-2,135
-25% -$64.8K 0.05% 375
2020
Q4 		$257K Buy
+8,508
New +$248K 0.07% 312

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

First Trust Direct Indexing's DOC Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Healthpeak Properties (DOC) in Q4 2024, closing a stake of 41,950 shares — an estimated $959K sold.

First Trust Direct Indexing first reported a position in DOC in Q4 2020 and held it in 6 quarters. The position peaked at $959K in Q3 2024. 762 funds tracked by Wall St. Rank hold DOC as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Healthpeak Properties position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 41,950 Healthpeak Properties shares in Q4 2024, an estimated $959K.
  • First Trust Direct Indexing first reported a position in Healthpeak Properties in Q4 2020 and held it in 6 quarters.
  • First Trust Direct Indexing's Healthpeak Properties position peaked at $959K in Q3 2024.
  • 762 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.