MCM
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Makena Capital Management’s Healthpeak Properties DOC Stock Holding History

Makena Capital 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
2023
Q3 		– Sell
-333,947
Closed -$6.71M – 43
2023
Q2 		$6.71M Sell
333,947
-29,517
-8% -$613K 1.28% 37
2023
Q1 		$7.99M Sell
363,464
-29,611
-8% -$734K 1.51% 32
2022
Q4 		$9.85M Buy
393,075
+39,808
+11% +$968K 1.85% 26
2022
Q3 		$8.1M Buy
353,267
+66,409
+23% +$1.75M 1.35% 34
2022
Q2 		$7.43M Buy
286,858
+8,592
+3% +$260K 1.21% 36
2022
Q1 		$9.55M Buy
278,266
+102,492
+58% +$3.45M 1.16% 40
2021
Q4 		$6.34M Buy
175,774
+1,526
+0.9% +$52.6K 0.72% 39
2021
Q3 		$5.83M Buy
174,248
+71,129
+69% +$2.52M 0.99% 39
2021
Q2 		$3.43M Buy
103,119
+915
+0.9% +$30.7K 0.51% 40
2021
Q1 		$3.24M Sell
102,204
-24,696
-19% -$750K 0.51% 39
2020
Q4 		$3.84M Hold
126,900
– – 2.13% 26
2020
Q3 		$3.44M Sell
126,900
-26,675
-17% -$731K 2.02% 23
2020
Q2 		$4.23M Buy
+153,575
New +$3.92M 2.58% 4

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
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

Makena Capital Management's DOC Position: Q3 2023 in Review

Makena Capital Management sold out of Healthpeak Properties (DOC) in Q3 2023, closing a stake of 333,947 shares — an estimated $6.71M sold.

Makena Capital Management first reported a position in DOC in Q2 2020 and held it in 13 quarters. The position peaked at $9.85M in Q4 2022. 585 funds tracked by Wall St. Rank hold DOC as of Q3 2023.

  • Makena Capital Management reported no remaining Healthpeak Properties position as of Q3 2023 after selling out during the quarter.
  • Makena Capital Management sold 333,947 Healthpeak Properties shares in Q3 2023, an estimated $6.71M.
  • Makena Capital Management first reported a position in Healthpeak Properties in Q2 2020 and held it in 13 quarters.
  • Makena Capital Management's Healthpeak Properties position peaked at $9.85M in Q4 2022.
  • 585 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2023.

Based on Makena Capital Management's 13F filing for Q3 2023, filed 13 Nov 2023.