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Planning Capital Management Corporation’s Healthpeak Properties DOC Stock Holding History

Planning Capital Management Corporation’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
Q3 		– Sell
-60
Closed -$1.18K – 823
2024
Q2 		$1.18K Hold
60
– – ﹤0.01% 575
2024
Q1 		$1.13K Sell
60
-340
-85% -$6.18K ﹤0.01% 601
2023
Q4 		$7.92K Buy
+400
New +$7.04K 0.01% 437

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
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

Planning Capital Management Corporation's DOC Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Healthpeak Properties (DOC) in Q3 2024, closing a stake of 60 shares — an estimated $1.18K sold.

Planning Capital Management Corporation first reported a position in DOC in Q4 2023 and held it in 3 quarters. The position peaked at $7.92K in Q4 2023. 734 funds tracked by Wall St. Rank hold DOC as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Healthpeak Properties position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 60 Healthpeak Properties shares in Q3 2024, an estimated $1.18K.
  • Planning Capital Management Corporation first reported a position in Healthpeak Properties in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Healthpeak Properties position peaked at $7.92K in Q4 2023.
  • 734 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.