Meritage Group’s Healthpeak Properties DOC Stock Holding History

Meritage Group’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 Q2	–	Sell	-12,949	Closed	-$243K	–	63
2024 Q1	$243K	Buy	+12,949	New	+$235K	0.01%	50

Other funds holding DOC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Meritage Group's DOC Position: Q2 2024 in Review

Meritage Group sold out of Healthpeak Properties (DOC) in Q2 2024, closing a stake of 12,949 shares — an estimated $243K sold.

Meritage Group first reported a position in DOC in Q1 2024 and held it in 1 quarter. The position peaked at $243K in Q1 2024. 707 funds tracked by Wall St. Rank hold DOC as of Q2 2024.

Meritage Group reported no remaining Healthpeak Properties position as of Q2 2024 after selling out during the quarter.
Meritage Group sold 12,949 Healthpeak Properties shares in Q2 2024, an estimated $243K.
Meritage Group first reported a position in Healthpeak Properties in Q1 2024 and held it in 1 quarter.
Meritage Group's Healthpeak Properties position peaked at $243K in Q1 2024.
707 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2024.

Based on Meritage Group's 13F filing for Q2 2024, filed 13 Aug 2024.