Orion Capital Management’s Healthpeak Properties DOC Stock Holding History

Orion 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
2024 Q2	–	Sell	-1,700	Closed	-$31.9K	–	456
2024 Q1	$31.9K	Hold	1,700	–	–	0.02%	294
2023 Q4	$33.7K	Hold	1,700	–	–	0.02%	281
2023 Q3	$31.2K	Buy	+1,700	New	+$34.9K	0.02%	277
2023 Q2	–	Sell	-1,700	Closed	-$37.3K	–	231
2023 Q1	$37.3K	Hold	1,700	–	–	0.03%	249
2022 Q4	$42.6K	Hold	1,700	–	–	0.03%	213
2022 Q3	$39K	Hold	1,700	–	–	0.03%	222
2022 Q2	$44K	Hold	1,700	–	–	0.03%	206
2022 Q1	$58K	Hold	1,700	–	–	0.03%	200
2021 Q4	$61K	Hold	1,700	–	–	0.03%	192
2021 Q3	$57K	Hold	1,700	–	–	0.03%	188
2021 Q2	$57K	Hold	1,700	–	–	0.04%	171
2021 Q1	$54K	Hold	1,700	–	–	0.04%	164
2020 Q4	$51K	Buy	+1,700	New	+$49.5K	0.04%	155

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

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

Orion Capital Management's DOC Position: Q2 2024 in Review

Orion Capital Management sold out of Healthpeak Properties (DOC) in Q2 2024, closing a stake of 1,700 shares — an estimated $31.9K sold.

Orion Capital Management first reported a position in DOC in Q4 2020 and held it in 13 quarters. The position peaked at $61K in Q4 2021. 708 funds tracked by Wall St. Rank hold DOC as of Q2 2024.

Orion Capital Management reported no remaining Healthpeak Properties position as of Q2 2024 after selling out during the quarter.
Orion Capital Management sold 1,700 Healthpeak Properties shares in Q2 2024, an estimated $31.9K.
Orion Capital Management first reported a position in Healthpeak Properties in Q4 2020 and held it in 13 quarters.
Orion Capital Management's Healthpeak Properties position peaked at $61K in Q4 2021.
708 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2024.

Based on Orion Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.