Osborne Partners Capital Management’s Healthpeak Properties DOC Stock Holding History

Osborne Partners 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
2022 Q4	–	Sell	-9,475	Closed	-$217K	–	207
2022 Q3	$217K	Hold	9,475	–	–	0.02%	189
2022 Q2	$245K	Sell	9,475 -16	-0.2%	-$485	0.02%	187
2022 Q1	$326K	Sell	9,491 -1,834	-16%	-$61.8K	0.02%	168
2021 Q4	$409K	Sell	11,325 -2,300	-17%	-$79.3K	0.03%	160
2021 Q3	$456K	Sell	13,625 -2,050	-13%	-$72.6K	0.04%	148
2021 Q2	$522K	Sell	15,675 -4,695	-23%	-$158K	0.04%	147
2021 Q1	$647K	Buy	+20,370	New	+$619K	0.06%	134

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

Norges Bank Oslo, Norway $935B AUM

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Osborne Partners Capital Management's DOC Position: Q4 2022 in Review

Osborne Partners Capital Management sold out of Healthpeak Properties (DOC) in Q4 2022, closing a stake of 9,475 shares — an estimated $217K sold.

Osborne Partners Capital Management first reported a position in DOC in Q1 2021 and held it in 7 quarters. The position peaked at $647K in Q1 2021. 612 funds tracked by Wall St. Rank hold DOC as of Q4 2022.

Osborne Partners Capital Management reported no remaining Healthpeak Properties position as of Q4 2022 after selling out during the quarter.
Osborne Partners Capital Management sold 9,475 Healthpeak Properties shares in Q4 2022, an estimated $217K.
Osborne Partners Capital Management first reported a position in Healthpeak Properties in Q1 2021 and held it in 7 quarters.
Osborne Partners Capital Management's Healthpeak Properties position peaked at $647K in Q1 2021.
612 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2022.

Based on Osborne Partners Capital Management's 13F filing for Q4 2022, filed 24 Jan 2023.