Jacobi Capital Management’s Healthpeak Properties DOC Stock Holding History

Jacobi 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
2021 Q4	–	Sell	-150	Closed	-$5K	–	628
2021 Q3	$5K	Hold	150	–	–	﹤0.01%	1192
2021 Q2	$5K	Sell	150 -113	-43%	-$3.79K	﹤0.01%	1153
2021 Q1	$8K	Buy	263 +151	+135%	+$4.59K	﹤0.01%	1023
2020 Q4	$3K	Buy	112 +1	+0.9%	+$29	﹤0.01%	1098
2020 Q3	$3K	Buy	111 +2	+2%	+$55	﹤0.01%	1025
2020 Q2	$3K	Sell	109 -214	-66%	-$5.46K	﹤0.01%	988
2020 Q1	$8K	Buy	323 +217	+205%	+$7.07K	﹤0.01%	739
2019 Q4	$4K	Hold	106	–	–	﹤0.01%	874
2019 Q3	$4K	Buy	106 +1	+1%	+$34	﹤0.01%	863
2019 Q2	$3K	Buy	105 +1	+1%	+$31	﹤0.01%	887
2019 Q1	$3K	Buy	104 +1	+1%	+$30	﹤0.01%	837
2018 Q4	$3K	Buy	103 +2	+2%	+$55	﹤0.01%	808
2018 Q3	$3K	Buy	101 +1	+1%	+$26	﹤0.01%	843
2018 Q2	$3K	Buy	+100	New	+$2.36K	﹤0.01%	871

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jacobi Capital Management's DOC Position: Q4 2021 in Review

Jacobi Capital Management sold out of Healthpeak Properties (DOC) in Q4 2021, closing a stake of 150 shares — an estimated $5K sold.

Jacobi Capital Management first reported a position in DOC in Q2 2018 and held it in 14 quarters. The position peaked at $8K in Q1 2021. 615 funds tracked by Wall St. Rank hold DOC as of Q4 2021.

Jacobi Capital Management reported no remaining Healthpeak Properties position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 150 Healthpeak Properties shares in Q4 2021, an estimated $5K.
Jacobi Capital Management first reported a position in Healthpeak Properties in Q2 2018 and held it in 14 quarters.
Jacobi Capital Management's Healthpeak Properties position peaked at $8K in Q1 2021.
615 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.