Luther King Capital Management (LKCM)
DOC icon

Luther King Capital Management (LKCM)’s Healthpeak Properties DOC Stock Holding History

Luther King Capital Management (LKCM)’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
2021
Q3 		– Sell
-6,513
Closed -$217K – 606
2021
Q2 		$217K Buy
+6,513
New +$219K ﹤0.01% 592
2016
Q2 		– Sell
-14,494
Closed -$430K – 517
2016
Q1 		$430K Buy
+14,494
New +$435K ﹤0.01% 411

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Luther King Capital Management (LKCM)'s DOC Position: Q3 2021 in Review

Luther King Capital Management (LKCM) sold out of Healthpeak Properties (DOC) in Q3 2021, closing a stake of 6,513 shares — an estimated $217K sold.

Luther King Capital Management (LKCM) first reported a position in DOC in Q1 2016 and held it in 2 quarters. The position peaked at $430K in Q1 2016. 579 funds tracked by Wall St. Rank hold DOC as of Q3 2021.

  • Luther King Capital Management (LKCM) reported no remaining Healthpeak Properties position as of Q3 2021 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 6,513 Healthpeak Properties shares in Q3 2021, an estimated $217K.
  • Luther King Capital Management (LKCM) first reported a position in Healthpeak Properties in Q1 2016 and held it in 2 quarters.
  • Luther King Capital Management (LKCM)'s Healthpeak Properties position peaked at $430K in Q1 2016.
  • 579 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2021.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q3 2021, filed 10 Nov 2021.