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Planned Solutions’s Healthpeak Properties DOC Stock Holding History

Planned Solutions’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
-1,590
Closed -$36.4K – 243
2024
Q3 		$36.4K Buy
+1,590
New +$34.3K 0.01% 337
2024
Q1 		– Sell
-1,590
Closed -$31.5K – 206
2023
Q4 		$31.5K Buy
+1,590
New +$28K 0.01% 336
2021
Q1 		– Sell
-400
Closed -$12K – 151
2020
Q4 		$12K Hold
400
– – 0.01% 319
2020
Q3 		$11K Buy
+400
New +$11K 0.01% 249

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

Planned Solutions's DOC Position: Q4 2024 in Review

Planned Solutions sold out of Healthpeak Properties (DOC) in Q4 2024, closing a stake of 1,590 shares — an estimated $36.4K sold.

Planned Solutions first reported a position in DOC in Q3 2020 and held it in 4 quarters. The position peaked at $36.4K in Q3 2024. 762 funds tracked by Wall St. Rank hold DOC as of Q4 2024.

  • Planned Solutions reported no remaining Healthpeak Properties position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 1,590 Healthpeak Properties shares in Q4 2024, an estimated $36.4K.
  • Planned Solutions first reported a position in Healthpeak Properties in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Healthpeak Properties position peaked at $36.4K in Q3 2024.
  • 762 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2024.

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