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Pasadena Private Wealth’s Healthpeak Properties DOC Stock Holding History

Pasadena Private Wealth’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
Q4 		– Sell
-15,216
Closed -$348K – 156
2024
Q3 		$348K Sell
15,216
-834
-5% -$18K 0.07% 108
2024
Q2 		$315K Sell
16,050
-4,826
-23% -$92.2K 0.07% 107
2024
Q1 		$391K Sell
20,876
-925
-4% -$16.8K 0.09% 93
2023
Q4 		$432K Buy
+21,801
New +$384K 0.11% 88

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Pasadena Private Wealth's DOC Position: Q4 2024 in Review

Pasadena Private Wealth sold out of Healthpeak Properties (DOC) in Q4 2024, closing a stake of 15,216 shares — an estimated $348K sold.

Pasadena Private Wealth first reported a position in DOC in Q4 2023 and held it in 4 quarters. The position peaked at $432K in Q4 2023. 762 funds tracked by Wall St. Rank hold DOC as of Q4 2024.

  • Pasadena Private Wealth reported no remaining Healthpeak Properties position as of Q4 2024 after selling out during the quarter.
  • Pasadena Private Wealth sold 15,216 Healthpeak Properties shares in Q4 2024, an estimated $348K.
  • Pasadena Private Wealth first reported a position in Healthpeak Properties in Q4 2023 and held it in 4 quarters.
  • Pasadena Private Wealth's Healthpeak Properties position peaked at $432K in Q4 2023.
  • 762 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2024.

Based on Pasadena Private Wealth's 13F filing for Q4 2024, filed 3 Feb 2025.