LA
DOC icon

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return