JIR
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James Investment Research’s Healthpeak Properties DOC Stock Holding History

James Investment Research’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 		– Sell
-14,247
Closed -$267K – 330
2024
Q1 		$267K Buy
+14,247
New +$259K 0.03% 270
2019
Q4 		– Sell
-5,460
Closed -$195K – 523
2019
Q3 		$195K Buy
+5,460
New +$184K 0.01% 314
2016
Q4 		– Sell
-117
Closed -$4K – 562
2016
Q3 		$4K Hold
117
– – ﹤0.01% 510
2016
Q2 		$4K Buy
+117
New +$3.63K ﹤0.01% 470
2014
Q1 		– Sell
-78
Closed -$3K – 520
2013
Q4 		$3K Buy
+78
New +$2.78K ﹤0.01% 519

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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 $1.47T 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