PFSC
DOC icon

Peoples Financial Services Corp’s Healthpeak Properties DOC Stock Holding History

Peoples Financial Services Corp’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
Q4 		– Sell
-6,100
Closed -$112K – 254
2023
Q3 		$112K Hold
6,100
– – 0.05% 145
2023
Q2 		$123K Hold
6,100
– – 0.06% 144
2023
Q1 		$134K Hold
6,100
– – 0.06% 143
2022
Q4 		$153K Hold
6,100
– – 0.07% 141
2022
Q3 		$140K Hold
6,100
– – 0.07% 141
2022
Q2 		$158K Hold
6,100
– – 0.07% 142
2022
Q1 		$209K Hold
6,100
– – 0.09% 137
2021
Q4 		$220K Hold
6,100
– – 0.09% 132
2021
Q3 		$204K Hold
6,100
– – 0.09% 132
2021
Q2 		$203K Hold
6,100
– – 0.09% 130
2021
Q1 		$193K Hold
6,100
– – 0.08% 130
2020
Q4 		$185K Hold
6,100
– – 0.09% 124
2020
Q3 		$165K Hold
6,100
– – 0.08% 122
2020
Q2 		$168K Hold
6,100
– – 0.09% 120
2020
Q1 		$146K Hold
6,100
– – 0.09% 120
2019
Q4 		$210K Hold
6,100
– – 0.1% 119
2019
Q3 		$217K Hold
6,100
– – 0.11% 115
2019
Q2 		$195K Hold
6,100
– – 0.1% 117
2019
Q1 		$191K Hold
6,100
– – 0.1% 115
2018
Q4 		$171K Hold
6,100
– – 0.1% 114
2018
Q3 		$161K Buy
6,100
+2,850
+88% +$74.9K 0.08% 122
2018
Q2 		$83K Hold
3,250
– – 0.05% 131
2018
Q1 		$76K Hold
3,250
– – 0.04% 133
2017
Q4 		$85K Hold
3,250
– – 0.05% 128
2017
Q3 		$90K Hold
3,250
– – 0.05% 128
2017
Q2 		$104K Buy
3,250
+125
+4% +$3.96K 0.06% 128
2017
Q1 		$98K Buy
+3,125
New +$96K 0.06% 131
2016
Q4 		– Sell
-3,294
Closed -$114K – 306
2016
Q3 		$114K Buy
+3,294
New +$115K 0.07% 120

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
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Peoples Financial Services Corp's DOC Position: Q4 2023 in Review

Peoples Financial Services Corp sold out of Healthpeak Properties (DOC) in Q4 2023, closing a stake of 6,100 shares — an estimated $112K sold.

Peoples Financial Services Corp first reported a position in DOC in Q3 2016 and held it in 28 quarters. The position peaked at $220K in Q4 2021. 614 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

  • Peoples Financial Services Corp reported no remaining Healthpeak Properties position as of Q4 2023 after selling out during the quarter.
  • Peoples Financial Services Corp sold 6,100 Healthpeak Properties shares in Q4 2023, an estimated $112K.
  • Peoples Financial Services Corp first reported a position in Healthpeak Properties in Q3 2016 and held it in 28 quarters.
  • Peoples Financial Services Corp's Healthpeak Properties position peaked at $220K in Q4 2021.
  • 614 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2023.

Based on Peoples Financial Services Corp's 13F filing for Q4 2023, filed 24 Jan 2024.