Kings Point Capital Management’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $65K | Hold |
1,900
| – | – | 0.01% | 322 |
|
|
2021
Q4 | $69K | Hold |
1,900
| – | – | 0.01% | 345 |
|
|
2021
Q3 | $64K | Hold |
1,900
| – | – | 0.01% | 326 |
|
|
2021
Q2 | $63K | Hold |
1,900
| – | – | 0.01% | 327 |
|
|
2021
Q1 | $60K | Hold |
1,900
| – | – | 0.01% | 323 |
|
|
2020
Q4 | $57K | Sell |
1,900
-5,635
| -75% | -$164K | 0.01% | 306 |
|
|
2020
Q3 | $205K | Hold |
7,535
| – | – | 0.03% | 173 |
|
|
2020
Q2 | $208K | Hold |
7,535
| – | – | 0.03% | 161 |
|
|
2020
Q1 | $180K | Hold |
7,535
| – | – | 0.03% | 167 |
|
|
2019
Q4 | $260K | Hold |
7,535
| – | – | 0.04% | 159 |
|
|
2019
Q3 | $268K | Hold |
7,535
| – | – | 0.05% | 155 |
|
|
2019
Q2 | $241K | Hold |
7,535
| – | – | 0.04% | 137 |
|
|
2019
Q1 | $236K | Hold |
7,535
| – | – | 0.05% | 130 |
|
|
2018
Q4 | $210K | Hold |
7,535
| – | – | 0.05% | 130 |
|
|
2018
Q3 | $198K | Hold |
7,535
| – | – | 0.04% | 144 |
|
|
2018
Q2 | $195K | Hold |
7,535
| – | – | 0.04% | 144 |
|
|
2018
Q1 | $175K | Hold |
7,535
| – | – | 0.04% | 151 |
|
|
2017
Q4 | $197K | Hold |
7,535
| – | – | 0.04% | 144 |
|
|
2017
Q3 | $210K | Hold |
7,535
| – | – | 0.05% | 136 |
|
|
2017
Q2 | $241K | Hold |
7,535
| – | – | 0.06% | 132 |
|
|
2017
Q1 | $236K | Hold |
7,535
| – | – | 0.06% | 128 |
|
|
2016
Q4 | $224K | Sell |
7,535
-738
| -9% | -$22.5K | 0.06% | 124 |
|
|
2016
Q3 | $286K | Hold |
8,273
| – | – | 0.08% | 101 |
|
|
2016
Q2 | $267K | Buy |
8,273
+549
| +7% | +$17.1K | 0.07% | 105 |
|
|
2016
Q1 | $229K | Hold |
7,724
| – | – | 0.06% | 108 |
|
|
2015
Q4 | $269K | Hold |
7,724
| – | – | 0.07% | 104 |
|
|
2015
Q3 | $262K | Hold |
7,724
| – | – | 0.07% | 112 |
|
|
2015
Q2 | $257K | Hold |
7,724
| – | – | 0.06% | 117 |
|
|
2015
Q1 | $304K | Hold |
7,724
| – | – | 0.08% | 108 |
|
|
2014
Q4 | $310K | Hold |
7,724
| – | – | 0.08% | 98 |
|
|
2014
Q3 | $279K | Hold |
7,724
| – | – | 0.08% | 97 |
|
|
2014
Q2 | $291K | Buy |
7,724
+4,474
| +138% | +$168K | 0.09% | 91 |
|
|
2014
Q1 | $115K | Hold |
3,250
| – | – | 0.04% | 121 |
|
|
2013
Q4 | $108K | Sell |
3,250
-329
| -9% | -$11.7K | 0.04% | 122 |
|
|
2013
Q3 | $133K | Sell |
3,579
-1,512
| -30% | -$58.9K | 0.05% | 112 |
|
|
2013
Q2 | $211K | Buy |
+5,091
| New | +$232K | 0.09% | 96 |
|
Other funds holding DOC
PI
Kings Point Capital Management's DOC Position: Q1 2022 in Review
Kings Point Capital Management held its Healthpeak Properties (DOC) position steady in Q1 2022 at 1,900 shares worth $65K. The position accounts for 0.01% of the portfolio, ranked #322.
Kings Point Capital Management first reported a position in DOC in Q2 2013 and has held it in 36 quarters since. The position peaked at $310K in Q4 2014. 630 funds tracked by Wall St. Rank hold DOC as of Q1 2022.
- Kings Point Capital Management held 1,900 shares of Healthpeak Properties worth $65K as of Q1 2022.
- Kings Point Capital Management left its Healthpeak Properties share count unchanged in Q1 2022.
- Healthpeak Properties made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #322 holding.
- Kings Point Capital Management first reported a position in Healthpeak Properties in Q2 2013 and has held it in 36 quarters since.
- Kings Point Capital Management's Healthpeak Properties position peaked at $310K in Q4 2014.
- 630 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2022.
Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.