JPWM
DOC icon

Jamison Private Wealth Management’s Healthpeak Properties DOC Stock Holding History

Jamison Private Wealth 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
Q4 		– Sell
-655
Closed -$15K – 279
2024
Q3 		$15K Hold
655
– – ﹤0.01% 323
2024
Q2 		$12.8K Sell
655
-30,747
-98% -$587K ﹤0.01% 312
2024
Q1 		$589K Buy
+31,402
New +$571K 0.1% 125

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Jamison Private Wealth Management's DOC Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Healthpeak Properties (DOC) in Q4 2024, closing a stake of 655 shares — an estimated $15K sold.

Jamison Private Wealth Management first reported a position in DOC in Q1 2024 and held it in 3 quarters. The position peaked at $589K in Q1 2024. 762 funds tracked by Wall St. Rank hold DOC as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Healthpeak Properties position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 655 Healthpeak Properties shares in Q4 2024, an estimated $15K.
  • Jamison Private Wealth Management first reported a position in Healthpeak Properties in Q1 2024 and held it in 3 quarters.
  • Jamison Private Wealth Management's Healthpeak Properties position peaked at $589K in Q1 2024.
  • 762 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.