Pathstone Family Office’s Healthpeak Properties DOC Stock Holding History

Pathstone Family Office’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
2023 Q3	$347K	Buy	18,801 +2,919	+18%	+$59.9K	﹤0.01%	1223
2023 Q2	$321K	Sell	15,882 -4,145	-21%	-$86.1K	﹤0.01%	940
2023 Q1	$444K	Sell	20,027 -38,807	-66%	-$962K	0.01%	747
2022 Q4	$1.41M	Buy	58,834 +15,155	+35%	+$368K	0.01%	618
2022 Q3	$1M	Buy	43,679 +28,327	+185%	+$748K	0.01%	739
2022 Q2	$397K	Sell	15,352 -239	-2%	-$7.24K	0.01%	674
2022 Q1	$538K	Sell	15,591 -72	-0.5%	-$2.42K	0.01%	521
2021 Q4	$566K	Buy	15,663 +59	+0.4%	+$2.04K	0.01%	512
2021 Q3	$523K	Buy	15,604 +1,265	+9%	+$44.8K	0.02%	497
2021 Q2	$477K	Buy	14,339 +4,302	+43%	+$144K	0.01%	482
2021 Q1	$319K	Buy	10,037 +7,329	+271%	+$223K	0.01%	469
2020 Q4	$82K	Buy	+2,708	New	+$78.8K	﹤0.01%	426
2014 Q1	–	Sell	-79	Closed	-$3K	–	203
2013 Q4	$3K	Buy	+79	New	+$2.82K	0.01%	180

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Pathstone Family Office's DOC Position: Q3 2023 in Review

Pathstone Family Office increased its Healthpeak Properties (DOC) stake by 18% in Q3 2023, buying an estimated $59.9K and bringing the position to 18,801 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

Pathstone Family Office first reported a position in DOC in Q4 2013 and has held it in 13 quarters since. The position peaked at $1.41M in Q4 2022. 585 funds tracked by Wall St. Rank hold DOC as of Q3 2023.

Pathstone Family Office held 18,801 shares of Healthpeak Properties worth $347K as of Q3 2023.
Pathstone Family Office bought 2,919 Healthpeak Properties shares in Q3 2023, an estimated $59.9K.
Healthpeak Properties made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1223 holding.
Pathstone Family Office first reported a position in Healthpeak Properties in Q4 2013 and has held it in 13 quarters since.
Pathstone Family Office's Healthpeak Properties position peaked at $1.41M in Q4 2022.
585 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.