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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 – 519
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 $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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

James Investment Research's DOC Position: Q2 2024 in Review

James Investment Research sold out of Healthpeak Properties (DOC) in Q2 2024, closing a stake of 14,247 shares — an estimated $267K sold.

James Investment Research first reported a position in DOC in Q4 2013 and held it in 5 quarters. The position peaked at $267K in Q1 2024. 708 funds tracked by Wall St. Rank hold DOC as of Q2 2024.

  • James Investment Research reported no remaining Healthpeak Properties position as of Q2 2024 after selling out during the quarter.
  • James Investment Research sold 14,247 Healthpeak Properties shares in Q2 2024, an estimated $267K.
  • James Investment Research first reported a position in Healthpeak Properties in Q4 2013 and held it in 5 quarters.
  • James Investment Research's Healthpeak Properties position peaked at $267K in Q1 2024.
  • 708 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2024.

Based on James Investment Research's 13F filing for Q2 2024, filed 30 Jul 2024.