PO
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Private Ocean’s Healthpeak Properties DOC Stock Holding History

Private Ocean’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
Q2 		– Sell
-271
Closed -$5.08K – 635
2024
Q1 		$5.08K Hold
271
– – ﹤0.01% 418
2023
Q4 		$5.37K Hold
271
– – ﹤0.01% 410
2023
Q3 		$4.98K Hold
271
– – ﹤0.01% 404
2023
Q2 		$5.45K Sell
271
-139
-34% -$2.89K ﹤0.01% 428
2023
Q1 		$9.01K Buy
410
+72
+21% +$1.78K ﹤0.01% 408
2022
Q4 		$8.45K Buy
338
+1
+0.3% +$24 ﹤0.01% 388
2022
Q3 		$7K Hold
337
– – ﹤0.01% 407
2022
Q2 		$8K Hold
337
– – ﹤0.01% 370
2022
Q1 		$12K Hold
337
– – ﹤0.01% 383
2021
Q4 		$12K Buy
337
+139
+70% +$4.79K ﹤0.01% 404
2021
Q3 		$7K Hold
198
– – ﹤0.01% 444
2021
Q2 		$7K Hold
198
– – ﹤0.01% 431
2021
Q1 		$6K Hold
198
– – ﹤0.01% 478
2020
Q4 		$6K Hold
198
– – ﹤0.01% 414
2020
Q3 		$5K Sell
198
-1,026
-84% -$28.1K ﹤0.01% 429
2020
Q2 		$33K Hold
1,224
– – 0.01% 245
2020
Q1 		$29K Hold
1,224
– – 0.01% 280
2019
Q4 		$43K Sell
1,224
-235
-16% -$8.22K 0.01% 262
2019
Q3 		$52K Buy
1,459
+235
+19% +$7.93K 0.01% 220
2019
Q2 		$39K Hold
1,224
– – 0.01% 235
2019
Q1 		$38K Sell
1,224
-450
-27% -$13.7K 0.01% 227
2018
Q4 		$47K Buy
1,674
+1,198
+252% +$33.2K 0.01% 168
2018
Q3 		$13K Hold
476
– – 0.01% 235
2018
Q2 		$12K Hold
476
– – 0.01% 261
2018
Q1 		$11K Buy
476
+471
+9,420% +$10.9K 0.01% 286
2017
Q4 		$0 Buy
+5
New +$133 ﹤0.01% 425
2015
Q1 		– Sell
-165
Closed -$7K – 174
2014
Q4 		$7K Buy
+165
New +$6.55K 0.01% 158

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Private Ocean's DOC Position: Q2 2024 in Review

Private Ocean sold out of Healthpeak Properties (DOC) in Q2 2024, closing a stake of 271 shares — an estimated $5.08K sold.

Private Ocean first reported a position in DOC in Q4 2014 and held it in 27 quarters. The position peaked at $52K in Q3 2019. 708 funds tracked by Wall St. Rank hold DOC as of Q2 2024.

  • Private Ocean reported no remaining Healthpeak Properties position as of Q2 2024 after selling out during the quarter.
  • Private Ocean sold 271 Healthpeak Properties shares in Q2 2024, an estimated $5.08K.
  • Private Ocean first reported a position in Healthpeak Properties in Q4 2014 and held it in 27 quarters.
  • Private Ocean's Healthpeak Properties position peaked at $52K in Q3 2019.
  • 708 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.