Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Healthpeak Properties DOC Stock Holding History

Jacobs Levy Equity 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
Q1 		– Sell
-27,380
Closed -$542K – 963
2023
Q4 		$542K Sell
27,380
-6,119
-18% -$108K ﹤0.01% 819
2023
Q3 		$615K Sell
33,499
-262,844
-89% -$5.4M ﹤0.01% 761
2023
Q2 		$5.96M Sell
296,343
-16,346
-5% -$339K 0.03% 360
2023
Q1 		$6.87M Sell
312,689
-34,928
-10% -$866K 0.04% 342
2022
Q4 		$8.71M Sell
347,617
-23,203
-6% -$564K 0.06% 301
2022
Q3 		$8.5M Buy
370,820
+90,789
+32% +$2.4M 0.07% 289
2022
Q2 		$7.26M Buy
+280,031
New +$8.48M 0.06% 346
2019
Q1 		– Sell
-52,700
Closed -$1.47M – 975
2018
Q4 		$1.47M Buy
52,700
+10,780
+26% +$298K 0.03% 528
2018
Q3 		$1.1M Sell
41,920
-155,260
-79% -$4.08M 0.02% 632
2018
Q2 		$5.09M Sell
197,180
-36,930
-16% -$871K 0.08% 301
2018
Q1 		$5.44M Sell
234,110
-38,670
-14% -$898K 0.09% 272
2017
Q4 		$7.11M Buy
272,780
+252,150
+1,222% +$6.69M 0.13% 219
2017
Q3 		$574K Sell
20,630
-157,140
-88% -$4.73M 0.01% 685
2017
Q2 		$5.68M Buy
177,770
+59,460
+50% +$1.88M 0.12% 217
2017
Q1 		$3.7M Buy
118,310
+3,420
+3% +$105K 0.07% 307
2016
Q4 		$3.42M Buy
114,890
+45,826
+66% +$1.4M 0.07% 312
2016
Q3 		$2.39M Buy
69,064
+51,178
+286% +$1.79M 0.04% 386
2016
Q2 		$576K Sell
17,886
-7,599
-30% -$236K 0.01% 719
2016
Q1 		$756K Buy
+25,485
New +$765K 0.02% 631
2015
Q2 		– Sell
-9,948
Closed -$391K – 812
2015
Q1 		$391K Buy
+9,948
New +$399K 0.01% 608

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Jacobs Levy Equity Management's DOC Position: Q1 2024 in Review

Jacobs Levy Equity Management sold out of Healthpeak Properties (DOC) in Q1 2024, closing a stake of 27,380 shares — an estimated $542K sold.

Jacobs Levy Equity Management first reported a position in DOC in Q1 2015 and held it in 20 quarters. The position peaked at $8.71M in Q4 2022. 678 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Jacobs Levy Equity Management reported no remaining Healthpeak Properties position as of Q1 2024 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 27,380 Healthpeak Properties shares in Q1 2024, an estimated $542K.
  • Jacobs Levy Equity Management first reported a position in Healthpeak Properties in Q1 2015 and held it in 20 quarters.
  • Jacobs Levy Equity Management's Healthpeak Properties position peaked at $8.71M in Q4 2022.
  • 678 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2024.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2024, filed 15 May 2024.