JMPWA
DOC icon

JP Morgan Private Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

JP Morgan Private Wealth Advisors’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 		$3.74M Sell
203,629
-111,420
-35% -$2.29M 0.01% 573
2023
Q2 		$6.33M Sell
315,049
-103,347
-25% -$2.15M 0.03% 301
2023
Q1 		$9.19M Buy
418,396
+3,667
+0.9% +$90.9K 0.02% 451
2022
Q4 		$10.4M Sell
414,729
-33,408
-7% -$812K 0.02% 412
2022
Q3 		$10.3M Sell
448,137
-99,310
-18% -$2.62M 0.03% 395
2022
Q2 		$14.2M Sell
547,447
-4,514
-0.8% -$137K 0.04% 339
2022
Q1 		$18.9M Sell
551,961
-18,617
-3% -$627K 0.04% 335
2021
Q4 		$20.6M Sell
570,578
-21,829
-4% -$753K 0.04% 306
2021
Q3 		$19.8M Buy
592,407
+26,697
+5% +$945K 0.05% 311
2021
Q2 		$18.8M Buy
565,710
+30,686
+6% +$1.03M 0.05% 318
2021
Q1 		$17M Buy
535,024
+65,757
+14% +$2M 0.06% 300
2020
Q4 		$14.2M Buy
469,267
+7,097
+2% +$206K 0.05% 319
2020
Q3 		$12.5M Sell
462,170
-20,914
-4% -$573K 0.05% 290
2020
Q2 		$13.3M Buy
483,084
+48,012
+11% +$1.23M 0.06% 249
2020
Q1 		$10.4M Sell
435,072
-10,561
-2% -$344K 0.06% 261
2019
Q4 		$15.4M Buy
445,633
+32,279
+8% +$1.13M 0.07% 242
2019
Q3 		$14.7M Buy
413,354
+230,445
+126% +$7.78M 0.08% 229
2019
Q2 		$5.85M Buy
182,909
+40,338
+28% +$1.25M 0.03% 357
2019
Q1 		$4.46M Buy
142,571
+18,159
+15% +$553K 0.02% 416
2018
Q4 		$3.48M Buy
124,412
+11,888
+11% +$329K 0.02% 439
2018
Q3 		$2.96M Buy
112,524
+7,302
+7% +$192K 0.01% 543
2018
Q2 		$2.72M Buy
+105,222
New +$2.48M 0.02% 533
2017
Q3 		– Sell
-14,102
Closed -$451K – 1251
2017
Q2 		$451K Buy
14,102
+6,693
+90% +$212K ﹤0.01% 869
2017
Q1 		$232K Buy
+7,409
New +$228K ﹤0.01% 1179
2015
Q4 		– Sell
-6,273
Closed -$213K – 1171
2015
Q3 		$213K Buy
+6,273
New +$217K ﹤0.01% 916
2015
Q2 		– Sell
-7,327
Closed -$288K – 1068
2015
Q1 		$288K Buy
+7,327
New +$294K ﹤0.01% 905

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 $1.02T AUM 30.18% 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
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 $11.7B AUM 20.39% 1-Year Est. Return

JP Morgan Private Wealth Advisors's DOC Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Healthpeak Properties (DOC) stake by 35% in Q3 2023, selling an estimated $2.29M and leaving 203,629 shares worth $3.74M. The position accounts for 0.01% of the portfolio, ranked #573.

JP Morgan Private Wealth Advisors first reported a position in DOC in Q1 2015 and has held it in 26 quarters since. The position peaked at $20.6M in Q4 2021. 586 funds tracked by Wall St. Rank hold DOC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 203,629 shares of Healthpeak Properties worth $3.74M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 111,420 Healthpeak Properties shares in Q3 2023, an estimated $2.29M.
  • Healthpeak Properties made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #573 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Healthpeak Properties in Q1 2015 and has held it in 26 quarters since.
  • JP Morgan Private Wealth Advisors's Healthpeak Properties position peaked at $20.6M in Q4 2021.
  • 586 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.