HCM
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HGI Capital Management’s Healthpeak Properties DOC Stock Holding History

HGI Capital 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
Q3 		– Sell
-167,564
Closed -$3.28M – 19
2024
Q2 		$3.28M Sell
167,564
-53,164
-24% -$1.02M 3.08% 13
2024
Q1 		$4.14M Buy
+220,728
New +$4.01M 4.46% 9
2023
Q4 		– Sell
-164,659
Closed -$3.02M – 47
2023
Q3 		$3.02M Sell
164,659
-32,711
-17% -$672K 3.44% 15
2023
Q2 		$3.97M Buy
+197,370
New +$4.1M 1.91% 24
2023
Q1 		– Sell
-902,763
Closed -$22.6M – 30
2022
Q4 		$22.6M Buy
902,763
+351,696
+64% +$8.55M 6.46% 2
2022
Q3 		$12.6M Buy
551,067
+220,324
+67% +$5.82M 4.03% 8
2022
Q2 		$8.57M Buy
+330,743
New +$10M 3.58% 11
2021
Q4 		– Sell
-134,723
Closed -$4.51M – 75
2021
Q3 		$4.51M Buy
+134,723
New +$4.77M 1.82% 20
2021
Q1 		– Sell
-143,345
Closed -$4.33M – 61
2020
Q4 		$4.33M Buy
143,345
+6,382
+5% +$186K 2.03% 20
2020
Q3 		$3.72M Buy
136,963
+23,385
+21% +$641K 2.18% 20
2020
Q2 		$3.13M Buy
+113,578
New +$2.9M 1.93% 24
2019
Q4 		– Sell
-109,321
Closed -$3.9M – 65
2019
Q3 		$3.9M Buy
109,321
+55,034
+101% +$1.86M 2.14% 18
2019
Q2 		$1.74M Buy
+54,287
New +$1.69M 0.79% 39

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

HGI Capital Management's DOC Position: Q3 2024 in Review

HGI Capital Management sold out of Healthpeak Properties (DOC) in Q3 2024, closing a stake of 167,564 shares — an estimated $3.28M sold.

HGI Capital Management first reported a position in DOC in Q2 2019 and held it in 13 quarters. The position peaked at $22.6M in Q4 2022. 733 funds tracked by Wall St. Rank hold DOC as of Q3 2024.

  • HGI Capital Management reported no remaining Healthpeak Properties position as of Q3 2024 after selling out during the quarter.
  • HGI Capital Management sold 167,564 Healthpeak Properties shares in Q3 2024, an estimated $3.28M.
  • HGI Capital Management first reported a position in Healthpeak Properties in Q2 2019 and held it in 13 quarters.
  • HGI Capital Management's Healthpeak Properties position peaked at $22.6M in Q4 2022.
  • 733 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2024.

Based on HGI Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.