Lockheed Martin Investment Management’s Healthpeak Properties DOC Stock Holding History

Lockheed Martin Investment Management’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 Q3	–	Sell	-17,280	Closed	-$339K	–	117
2024 Q2	$339K	Sell	17,280 -10,344	-37%	-$198K	0.02%	134
2024 Q1	$594K	Sell	27,624 -8,300	-23%	-$151K	0.04%	127
2023 Q4	$796K	Sell	35,924 -9,800	-21%	-$172K	0.06%	122
2023 Q3	$989K	Hold	45,724	–	–	0.08%	111
2023 Q2	$919K	Buy	45,724 +4,800	+12%	+$99.7K	0.05%	113
2023 Q1	$899K	Hold	40,924	–	–	0.05%	118
2022 Q4	$1.03M	Buy	40,924 +4,500	+12%	+$109K	0.07%	111
2022 Q3	$834K	Sell	36,424 -6,000	-14%	-$158K	0.07%	112
2022 Q2	$1.1M	Sell	42,424 -14,960	-26%	-$453K	0.07%	117
2022 Q1	$1.97M	Sell	57,384 -5,000	-8%	-$168K	0.11%	116
2021 Q4	$2.25M	Buy	+62,384	New	+$2.15M	0.12%	113

Other funds holding DOC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Lockheed Martin Investment Management's DOC Position: Q3 2024 in Review

Lockheed Martin Investment Management sold out of Healthpeak Properties (DOC) in Q3 2024, closing a stake of 17,280 shares — an estimated $339K sold.

Lockheed Martin Investment Management first reported a position in DOC in Q4 2021 and held it in 11 quarters. The position peaked at $2.25M in Q4 2021. 734 funds tracked by Wall St. Rank hold DOC as of Q3 2024.

Lockheed Martin Investment Management reported no remaining Healthpeak Properties position as of Q3 2024 after selling out during the quarter.
Lockheed Martin Investment Management sold 17,280 Healthpeak Properties shares in Q3 2024, an estimated $339K.
Lockheed Martin Investment Management first reported a position in Healthpeak Properties in Q4 2021 and held it in 11 quarters.
Lockheed Martin Investment Management's Healthpeak Properties position peaked at $2.25M in Q4 2021.
734 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2024.

Based on Lockheed Martin Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.