Phocas Financial Corp’s Healthpeak Properties DOC Stock Holding History

Phocas Financial 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 Q2	–	Sell	-31,865	Closed	-$701K	–	190
2023 Q1	$701K	Sell	31,865 -1,665	-5%	-$41.3K	0.1%	147
2022 Q4	$840K	Buy	33,530 +350	+1%	+$8.51K	0.12%	137
2022 Q3	$760K	Buy	33,180 +801	+2%	+$21.2K	0.12%	146
2022 Q2	$839K	Buy	32,379 +795	+3%	+$24.1K	0.13%	141
2022 Q1	$1.08M	Buy	31,584 +557	+2%	+$18.8K	0.13%	141
2021 Q4	$1.12M	Buy	31,027 +3,286	+12%	+$113K	0.14%	132
2021 Q3	$929K	Buy	27,741 +268	+1%	+$9.49K	0.12%	147
2021 Q2	$914K	Sell	27,473 -541	-2%	-$18.2K	0.12%	152
2021 Q1	$889K	Buy	28,014 +89	+0.3%	+$2.7K	0.12%	144
2020 Q4	$844K	Buy	+27,925	New	+$813K	0.13%	139
2019 Q3	–	Sell	-2,600	Closed	-$83K	–	222
2019 Q2	$83K	Buy	+2,600	New	+$80.8K	0.01%	225
2013 Q3	–	Sell	-13,201	Closed	-$546K	–	231
2013 Q2	$546K	Buy	+13,201	New	+$602K	0.06%	192

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Phocas Financial Corp's DOC Position: Q2 2023 in Review

Phocas Financial Corp sold out of Healthpeak Properties (DOC) in Q2 2023, closing a stake of 31,865 shares — an estimated $701K sold.

Phocas Financial Corp first reported a position in DOC in Q2 2013 and held it in 12 quarters. The position peaked at $1.12M in Q4 2021. 609 funds tracked by Wall St. Rank hold DOC as of Q2 2023.

Phocas Financial Corp reported no remaining Healthpeak Properties position as of Q2 2023 after selling out during the quarter.
Phocas Financial Corp sold 31,865 Healthpeak Properties shares in Q2 2023, an estimated $701K.
Phocas Financial Corp first reported a position in Healthpeak Properties in Q2 2013 and held it in 12 quarters.
Phocas Financial Corp's Healthpeak Properties position peaked at $1.12M in Q4 2021.
609 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2023.

Based on Phocas Financial Corp's 13F filing for Q2 2023, filed 13 Jul 2023.