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Perpetual Ltd’s Healthpeak Properties DOC Stock Holding History

Perpetual Ltd’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
-63,060
Closed -$1.44M – 423
2024
Q3 		$1.44M Sell
63,060
-26,840
-30% -$579K 0.02% 226
2024
Q2 		$1.76M Sell
89,900
-430
-0.5% -$8.21K 0.02% 227
2024
Q1 		$1.69M Buy
90,330
+57,250
+173% +$1.04M 0.02% 234
2023
Q4 		$655K Sell
33,080
-1,630
-5% -$28.7K 0.01% 322
2023
Q3 		$637K Buy
+34,710
New +$713K 0.01% 333
2023
Q2 		– Sell
-18,580
Closed -$408K – 474
2023
Q1 		$408K Buy
+18,580
New +$461K ﹤0.01% 417
2020
Q3 		$6.46M Buy
+238,133
New +$6.53M 0.47% 85
2020
Q2 		– Sell
-375,449
Closed -$8.95M – 237
2020
Q1 		$8.95M Sell
375,449
-30,388
-7% -$990K 1.27% 11
2019
Q4 		$14M Sell
405,837
-12,634
-3% -$442K 2.07% 14
2019
Q3 		$14.9M Buy
418,471
+17,582
+4% +$594K 2.29% 14
2019
Q2 		$12.8M Buy
400,889
+60,700
+18% +$1.89M 2.04% 17
2019
Q1 		$10.8M Buy
340,189
+57,900
+21% +$1.76M 1.56% 22
2018
Q4 		$7.87M Sell
282,289
-13,511
-5% -$374K 1.18% 28
2018
Q3 		$7.59M Hold
295,800
– – 1.02% 30
2018
Q2 		$7.65M Buy
295,800
+130,900
+79% +$3.09M 0.93% 31
2018
Q1 		$3.83M Buy
+164,900
New +$3.83M 0.52% 42
2015
Q3 		– Sell
-32,726
Closed -$1.09M – 172
2015
Q2 		$1.09M Hold
32,726
– – 0.12% 110
2015
Q1 		$1.29M Sell
32,726
-1,866
-5% -$74.9K 0.15% 108
2014
Q4 		$1.39M Sell
34,592
-3,181
-8% -$126K 0.16% 137
2014
Q3 		$1.37M Buy
37,773
+2,317
+7% +$87.9K 0.15% 127
2014
Q2 		$1.34M Sell
35,456
-3,721
-9% -$140K 0.12% 124
2014
Q1 		$1.38M Sell
39,177
-20,035
-34% -$692K 0.2% 108
2013
Q4 		$1.96M Buy
59,212
+23,569
+66% +$840K 0.26% 83
2013
Q3 		$1.33M Buy
+35,643
New +$1.39M 0.19% 114

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 $3.37T AUM 44.26% 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

Perpetual Ltd's DOC Position: Q4 2024 in Review

Perpetual Ltd sold out of Healthpeak Properties (DOC) in Q4 2024, closing a stake of 63,060 shares — an estimated $1.44M sold.

Perpetual Ltd first reported a position in DOC in Q3 2013 and held it in 24 quarters. The position peaked at $14.9M in Q3 2019. 762 funds tracked by Wall St. Rank hold DOC as of Q4 2024.

  • Perpetual Ltd reported no remaining Healthpeak Properties position as of Q4 2024 after selling out during the quarter.
  • Perpetual Ltd sold 63,060 Healthpeak Properties shares in Q4 2024, an estimated $1.44M.
  • Perpetual Ltd first reported a position in Healthpeak Properties in Q3 2013 and held it in 24 quarters.
  • Perpetual Ltd's Healthpeak Properties position peaked at $14.9M in Q3 2019.
  • 762 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2024.

Based on Perpetual Ltd's 13F filing for Q4 2024, filed 17 Jan 2025.