MainStreet Investment Advisors’s Healthpeak Properties DOC Stock Holding History

MainStreet Investment 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
2023 Q4	–	Sell	-10,868	Closed	-$200K	–	176
2023 Q3	$200K	Sell	10,868 -559	-5%	-$11.5K	0.02%	178
2023 Q2	$230K	Sell	11,427 -64,309	-85%	-$1.34M	0.02%	172
2023 Q1	$1.66M	Buy	75,736 +6,067	+9%	+$150K	0.18%	85
2022 Q4	$1.75M	Buy	69,669 +17,228	+33%	+$419K	0.2%	83
2022 Q3	$1.2M	Buy	52,441 +4	+0%	+$106	0.15%	91
2022 Q2	$1.36M	Buy	52,437 +17,765	+51%	+$538K	0.16%	89
2022 Q1	$1.19M	Buy	34,672 +21,844	+170%	+$736K	0.11%	95
2021 Q4	$463K	Buy	+12,828	New	+$442K	0.04%	147

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

CIM

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

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

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

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

MainStreet Investment Advisors's DOC Position: Q4 2023 in Review

MainStreet Investment Advisors sold out of Healthpeak Properties (DOC) in Q4 2023, closing a stake of 10,868 shares — an estimated $200K sold.

MainStreet Investment Advisors first reported a position in DOC in Q4 2021 and held it in 8 quarters. The position peaked at $1.75M in Q4 2022. 614 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

MainStreet Investment Advisors reported no remaining Healthpeak Properties position as of Q4 2023 after selling out during the quarter.
MainStreet Investment Advisors sold 10,868 Healthpeak Properties shares in Q4 2023, an estimated $200K.
MainStreet Investment Advisors first reported a position in Healthpeak Properties in Q4 2021 and held it in 8 quarters.
MainStreet Investment Advisors's Healthpeak Properties position peaked at $1.75M in Q4 2022.
614 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2023.

Based on MainStreet Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.