MFC
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Mechanics Financial Corp’s Healthpeak Properties DOC Stock Holding History

Mechanics Financial Corp’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
-150
Closed -$2.97K – 221
2023
Q4 		$2.97K Sell
150
-485
-76% -$8.53K ﹤0.01% 199
2023
Q3 		$11.7K Sell
635
-1,754
-73% -$36K 0.01% 169
2023
Q2 		$48K Sell
2,389
-8,690
-78% -$180K 0.03% 150
2023
Q1 		$243K Hold
11,079
– – 0.14% 101
2022
Q4 		$278K Buy
11,079
+270
+2% +$6.56K 0.17% 100
2022
Q3 		$248K Buy
10,809
+459
+4% +$12.1K 0.16% 98
2022
Q2 		$268K Buy
10,350
+1,620
+19% +$49.1K 0.16% 97
2022
Q1 		$300K Buy
+8,730
New +$294K 0.15% 99

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 $3.37T AUM 44.26% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Mechanics Financial Corp's DOC Position: Q1 2024 in Review

Mechanics Financial Corp sold out of Healthpeak Properties (DOC) in Q1 2024, closing a stake of 150 shares — an estimated $2.97K sold.

Mechanics Financial Corp first reported a position in DOC in Q1 2022 and held it in 8 quarters. The position peaked at $300K in Q1 2022. 678 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Mechanics Financial Corp reported no remaining Healthpeak Properties position as of Q1 2024 after selling out during the quarter.
  • Mechanics Financial Corp sold 150 Healthpeak Properties shares in Q1 2024, an estimated $2.97K.
  • Mechanics Financial Corp first reported a position in Healthpeak Properties in Q1 2022 and held it in 8 quarters.
  • Mechanics Financial Corp's Healthpeak Properties position peaked at $300K in Q1 2022.
  • 678 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2024.

Based on Mechanics Financial Corp's 13F filing for Q1 2024, filed 3 May 2024.