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LeJeune Puetz Investment Counsel’s Healthpeak Properties DOC Stock Holding History

LeJeune Puetz Investment Counsel’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
Q1 		$984K Sell
44,786
-5,579
-11% -$138K 0.35% 84
2022
Q4 		$1.26M Sell
50,365
-1,540
-3% -$37.4K 0.47% 74
2022
Q3 		$1.19M Buy
51,905
+1,270
+3% +$33.5K 0.49% 71
2022
Q2 		$1.31M Buy
50,635
+505
+1% +$15.3K 0.51% 69
2022
Q1 		$1.72M Hold
50,130
– – 0.6% 55
2021
Q4 		$1.81M Hold
50,130
– – 0.61% 54
2021
Q3 		$1.68M Buy
50,130
+75
+0.1% +$2.65K 0.61% 54
2021
Q2 		$1.67M Sell
50,055
-250
-0.5% -$8.39K 0.62% 55
2021
Q1 		$1.6M Hold
50,305
– – 0.63% 57
2020
Q4 		$1.52M Hold
50,305
– – 0.66% 56
2020
Q3 		$1.37M Hold
50,305
– – 0.67% 56
2020
Q2 		$1.39M Sell
50,305
-50
-0.1% -$1.28K 0.73% 52
2020
Q1 		$1.2M Sell
50,355
-1,825
-3% -$59.5K 0.7% 49
2019
Q4 		$1.8M Sell
52,180
-900
-2% -$31.5K 0.84% 41
2019
Q3 		$1.89M Sell
53,080
-700
-1% -$23.6K 0.96% 37
2019
Q2 		$1.72M Buy
53,780
+450
+0.8% +$14K 0.89% 44
2019
Q1 		$1.67M Buy
53,330
+700
+1% +$21.3K 0.91% 41
2018
Q4 		$1.47M Buy
52,630
+2,000
+4% +$55.4K 0.92% 43
2018
Q3 		$1.33M Buy
50,630
+165
+0.3% +$4.34K 0.77% 49
2018
Q2 		$1.3M Buy
50,465
+150
+0.3% +$3.54K 0.8% 47
2018
Q1 		$1.17M Sell
50,315
-750
-1% -$17.4K 0.72% 54
2017
Q4 		$1.33M Buy
51,065
+3,225
+7% +$85.5K 0.82% 48
2017
Q3 		$1.33M Buy
47,840
+600
+1% +$18K 0.86% 46
2017
Q2 		$1.51M Sell
47,240
-140
-0.3% -$4.44K 1.02% 36
2017
Q1 		$1.48M Sell
47,380
-1,100
-2% -$33.8K 1.06% 34
2016
Q4 		$1.44M Buy
+48,480
New +$1.48M 1.11% 34

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LeJeune Puetz Investment Counsel's DOC Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel reduced its Healthpeak Properties (DOC) stake by 11% in Q1 2023, selling an estimated $138K and leaving 44,786 shares worth $984K. The position accounts for 0.35% of the portfolio, ranked #84.

LeJeune Puetz Investment Counsel first reported a position in DOC in Q4 2016 and has held it in 26 quarters since. The position peaked at $1.89M in Q3 2019. 591 funds tracked by Wall St. Rank hold DOC as of Q1 2023.

  • LeJeune Puetz Investment Counsel held 44,786 shares of Healthpeak Properties worth $984K as of Q1 2023.
  • LeJeune Puetz Investment Counsel sold 5,579 Healthpeak Properties shares in Q1 2023, an estimated $138K.
  • Healthpeak Properties made up 0.35% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #84 holding.
  • LeJeune Puetz Investment Counsel first reported a position in Healthpeak Properties in Q4 2016 and has held it in 26 quarters since.
  • LeJeune Puetz Investment Counsel's Healthpeak Properties position peaked at $1.89M in Q3 2019.
  • 591 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.