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LBP AM’s Healthpeak Properties DOC Stock Holding History

LBP AM’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
-47,934
Closed -$1.1M – 376
2024
Q3 		$1.1M Sell
47,934
-676
-1% -$14.6K 0.02% 289
2024
Q2 		$953K Sell
48,610
-780
-2% -$14.9K 0.04% 242
2024
Q1 		$926K Sell
49,390
-125,809
-72% -$2.29M 0.04% 252
2023
Q4 		$3.47M Sell
175,199
-141,210
-45% -$2.48M 0.08% 208
2023
Q3 		$5.81M Buy
316,409
+90,509
+40% +$1.86M 0.13% 172
2023
Q2 		$4.54M Sell
225,900
-152,941
-40% -$3.18M 0.11% 169
2023
Q1 		$8.32M Buy
378,841
+17,167
+5% +$426K 0.21% 102
2022
Q4 		$9.07M Buy
+361,674
New +$8.79M 0.26% 85

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

LBP AM's DOC Position: Q4 2024 in Review

LBP AM sold out of Healthpeak Properties (DOC) in Q4 2024, closing a stake of 47,934 shares — an estimated $1.1M sold.

LBP AM first reported a position in DOC in Q4 2022 and held it in 8 quarters. The position peaked at $9.07M in Q4 2022. 762 funds tracked by Wall St. Rank hold DOC as of Q4 2024.

  • LBP AM reported no remaining Healthpeak Properties position as of Q4 2024 after selling out during the quarter.
  • LBP AM sold 47,934 Healthpeak Properties shares in Q4 2024, an estimated $1.1M.
  • LBP AM first reported a position in Healthpeak Properties in Q4 2022 and held it in 8 quarters.
  • LBP AM's Healthpeak Properties position peaked at $9.07M in Q4 2022.
  • 762 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2024.

Based on LBP AM's 13F filing for Q4 2024, filed 10 Feb 2025.