LM Advisors’s Healthpeak Properties DOC Stock Holding History

LM 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
2024 Q1	–	Sell	-63	Closed	-$1.25K	–	339
2023 Q4	$1.25K	Buy	+63	New	+$1.11K	﹤0.01%	690

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

LM Advisors's DOC Position: Q1 2024 in Review

LM Advisors sold out of Healthpeak Properties (DOC) in Q1 2024, closing a stake of 63 shares — an estimated $1.25K sold.

LM Advisors first reported a position in DOC in Q4 2023 and held it in 1 quarter. The position peaked at $1.25K in Q4 2023. 678 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

LM Advisors reported no remaining Healthpeak Properties position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 63 Healthpeak Properties shares in Q1 2024, an estimated $1.25K.
LM Advisors first reported a position in Healthpeak Properties in Q4 2023 and held it in 1 quarter.
LM Advisors's Healthpeak Properties position peaked at $1.25K in Q4 2023.
678 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.