GA
DOC icon

GRS Advisors’s Healthpeak Properties DOC Stock Holding History

GRS Advisors’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 		– Sell
-1,455,659
Closed -$28.5M – 30
2024
Q2 		$28.5M Buy
+1,455,659
New +$27.8M 3.29% 18
2021
Q2 		– Sell
-106,155
Closed -$3.37M – 31
2021
Q1 		$3.37M Buy
+106,155
New +$3.22M 2.14% 21
2020
Q1 		– Sell
-152,016
Closed -$5.24M – 21
2019
Q4 		$5.24M Buy
+152,016
New +$5.32M 3.02% 15
2019
Q1 		– Sell
-232,010
Closed -$6.48M – 24
2018
Q4 		$6.48M Buy
232,010
+82,367
+55% +$2.28M 4.13% 13
2018
Q3 		$3.94M Buy
+149,643
New +$3.93M 2.39% 21

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

GRS Advisors's DOC Position: Q3 2024 in Review

GRS Advisors sold out of Healthpeak Properties (DOC) in Q3 2024, closing a stake of 1,455,659 shares — an estimated $28.5M sold.

GRS Advisors first reported a position in DOC in Q3 2018 and held it in 5 quarters. The position peaked at $28.5M in Q2 2024. 734 funds tracked by Wall St. Rank hold DOC as of Q3 2024.

  • GRS Advisors reported no remaining Healthpeak Properties position as of Q3 2024 after selling out during the quarter.
  • GRS Advisors sold 1,455,659 Healthpeak Properties shares in Q3 2024, an estimated $28.5M.
  • GRS Advisors first reported a position in Healthpeak Properties in Q3 2018 and held it in 5 quarters.
  • GRS Advisors's Healthpeak Properties position peaked at $28.5M in Q2 2024.
  • 734 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2024.

Based on GRS Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.