MPPLM
DOC icon

Midwest Professional Planners Ltd (MPPL)’s Healthpeak Properties DOC Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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
-14,552
Closed -$288K – 148
2023
Q4 		$288K Buy
14,552
+937
+7% +$16.5K 0.11% 116
2023
Q3 		$250K Buy
13,615
+607
+5% +$12.5K 0.11% 115
2023
Q2 		$261K Buy
13,008
+796
+7% +$16.5K 0.11% 112
2023
Q1 		$268K Sell
12,212
-10,472
-46% -$260K 0.13% 108
2022
Q4 		$569K Buy
22,684
+991
+5% +$24.1K 0.31% 74
2022
Q3 		$497K Buy
21,693
+1,808
+9% +$47.8K 0.3% 73
2022
Q2 		$515K Buy
19,885
+857
+5% +$26K 0.29% 74
2022
Q1 		$653K Buy
19,028
+888
+5% +$29.9K 0.32% 71
2021
Q4 		$655K Buy
18,140
+486
+3% +$16.8K 0.32% 71
2021
Q3 		$591K Buy
17,654
+500
+3% +$17.7K 0.31% 74
2021
Q2 		$571K Buy
+17,154
New +$576K 0.3% 73
2021
Q1 		– Sell
-15,697
Closed -$475K – 92
2020
Q4 		$475K Buy
15,697
+1,102
+8% +$32.1K 0.29% 74
2020
Q3 		$396K Buy
14,595
+2,003
+16% +$54.9K 0.28% 76
2020
Q2 		$347K Buy
+12,592
New +$321K 0.27% 81
2018
Q3 		– Sell
-1,026
Closed -$26K – 145
2018
Q2 		$26K Buy
1,026
+74
+8% +$1.75K 0.02% 173
2018
Q1 		$22K Hold
952
– – 0.02% 180
2017
Q4 		$25K Buy
+952
New +$25.2K 0.02% 177

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

Midwest Professional Planners Ltd (MPPL)'s DOC Position: Q1 2024 in Review

Midwest Professional Planners Ltd (MPPL) sold out of Healthpeak Properties (DOC) in Q1 2024, closing a stake of 14,552 shares — an estimated $288K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in DOC in Q4 2017 and held it in 17 quarters. The position peaked at $655K in Q4 2021. 678 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining Healthpeak Properties position as of Q1 2024 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 14,552 Healthpeak Properties shares in Q1 2024, an estimated $288K.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in Healthpeak Properties in Q4 2017 and held it in 17 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s Healthpeak Properties position peaked at $655K in Q4 2021.
  • 678 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2024.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q1 2024, filed 9 May 2024.