JMF
DOC icon

Johnson Midwest Financial’s Healthpeak Properties DOC Stock Holding History

Johnson Midwest Financial’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
2023
Q3 		$18.3K Buy
996
+13
+1% +$267 0.04% 149
2023
Q2 		$19.8K Buy
983
+208
+27% +$4.32K 0.02% 149
2023
Q1 		$17K Buy
775
+8
+1% +$198 0.02% 162
2022
Q4 		$19K Buy
767
+49
+7% +$1.19K 0.07% 143
2022
Q3 		$16 Hold
718
– – 0.06% 151
2022
Q2 		$19K Buy
718
+545
+315% +$16.5K 0.03% 130
2022
Q1 		$6K Hold
173
– – 0.01% 195
2021
Q4 		$6K Hold
173
– – ﹤0.01% 206
2021
Q3 		$6K Hold
173
– – ﹤0.01% 210
2021
Q2 		$6K Hold
173
– – 0.01% 193
2021
Q1 		$5K Hold
173
– – 0.01% 193
2020
Q4 		$5K Buy
+173
New +$5.03K ﹤0.01% 200

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Johnson Midwest Financial's DOC Position: Q3 2023 in Review

Johnson Midwest Financial increased its Healthpeak Properties (DOC) stake by 1.3% in Q3 2023, buying an estimated $267 and bringing the position to 996 shares worth $18.3K. The position accounts for 0.04% of the portfolio, ranked #149.

Johnson Midwest Financial first reported a position in DOC in Q4 2020 and has held it in 12 quarters since. The position peaked at $19.8K in Q2 2023. 585 funds tracked by Wall St. Rank hold DOC as of Q3 2023.

  • Johnson Midwest Financial held 996 shares of Healthpeak Properties worth $18.3K as of Q3 2023.
  • Johnson Midwest Financial bought 13 Healthpeak Properties shares in Q3 2023, an estimated $267.
  • Healthpeak Properties made up 0.04% of Johnson Midwest Financial's portfolio in Q3 2023, its #149 holding.
  • Johnson Midwest Financial first reported a position in Healthpeak Properties in Q4 2020 and has held it in 12 quarters since.
  • Johnson Midwest Financial's Healthpeak Properties position peaked at $19.8K in Q2 2023.
  • 585 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.