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HoyleCohen’s Healthpeak Properties DOC Stock Holding History

HoyleCohen’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
Q2 		$659K Sell
33,606
-2,363
-7% -$45.1K 0.05% 167
2024
Q1 		$674K Sell
35,969
-3,040
-8% -$55.2K 0.05% 180
2023
Q4 		$772K Sell
39,009
-13,197
-25% -$232K 0.06% 162
2023
Q3 		$958K Sell
52,206
-4,540
-8% -$93.2K 0.09% 139
2023
Q2 		$1.14M Sell
56,746
-6,192
-10% -$129K 0.1% 134
2023
Q1 		$1.38M Sell
62,938
-10,519
-14% -$261K 0.13% 123
2022
Q4 		$1.84M Sell
73,457
-3,967
-5% -$96.4K 0.18% 111
2022
Q3 		$1.77M Sell
77,424
-2,942
-4% -$77.7K 0.19% 103
2022
Q2 		$2.08M Buy
80,366
+5
+0% +$151 0.22% 97
2022
Q1 		$2.76M Sell
80,361
-2,145
-3% -$72.2K 0.24% 93
2021
Q4 		$2.98M Sell
82,506
-4,878
-6% -$168K 0.25% 92
2021
Q3 		$2.93M Sell
87,384
-86,187
-50% -$3.05M 0.28% 87
2021
Q2 		$5.78K Sell
173,571
-1,442
-0.8% -$48.4K 0.45% 56
2021
Q1 		$5.55M Sell
175,013
-4,399
-2% -$134K 0.56% 48
2020
Q4 		$5.42M Sell
179,412
-367
-0.2% -$10.7K 0.63% 43
2020
Q3 		$4.88M Sell
179,779
-1,481
-0.8% -$40.6K 0.72% 36
2020
Q2 		$5M Sell
181,260
-4,649
-3% -$119K 0.84% 30
2020
Q1 		$4.43M Sell
185,909
-413
-0.2% -$13.5K 0.88% 31
2019
Q4 		$6.42M Sell
186,322
-689
-0.4% -$24.1K 1.02% 29
2019
Q3 		$6.66M Buy
187,011
+1,051
+0.6% +$35.5K 1.14% 29
2019
Q2 		$5.95M Buy
185,960
+51
+0% +$1.58K 1.03% 30
2019
Q1 		$5.82M Sell
185,909
-2,648
-1% -$80.7K 1.03% 30
2018
Q4 		$5.27M Sell
188,557
-5,147
-3% -$142K 1.08% 32
2018
Q3 		$5.1M Sell
193,704
-1,048
-0.5% -$27.5K 0.96% 32
2018
Q2 		$5.03M Sell
194,752
-8,983
-4% -$212K 1.01% 32
2018
Q1 		$4.73M Sell
203,735
-11,892
-6% -$276K 0.96% 34
2017
Q4 		$5.62M Buy
+215,627
New +$5.72M 1.11% 32

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

HoyleCohen's DOC Position: Q2 2024 in Review

HoyleCohen reduced its Healthpeak Properties (DOC) stake by 6.6% in Q2 2024, selling an estimated $45.1K and leaving 33,606 shares worth $659K. The position accounts for 0.05% of the portfolio, ranked #167.

HoyleCohen first reported a position in DOC in Q4 2017 and has held it in 27 quarters since. The position peaked at $6.66M in Q3 2019. 707 funds tracked by Wall St. Rank hold DOC as of Q2 2024.

  • HoyleCohen held 33,606 shares of Healthpeak Properties worth $659K as of Q2 2024.
  • HoyleCohen sold 2,363 Healthpeak Properties shares in Q2 2024, an estimated $45.1K.
  • Healthpeak Properties made up 0.05% of HoyleCohen's portfolio in Q2 2024, its #167 holding.
  • HoyleCohen first reported a position in Healthpeak Properties in Q4 2017 and has held it in 27 quarters since.
  • HoyleCohen's Healthpeak Properties position peaked at $6.66M in Q3 2019.
  • 707 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.