RMSCM
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R.M. Sincerbeaux Capital Management’s Healthpeak Properties DOC Stock Holding History

R.M. Sincerbeaux Capital Management’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
2021
Q2 		– Sell
-6,411
Closed -$203K – 46
2021
Q1 		$203K Buy
+6,411
New +$195K 0.14% 46
2020
Q1 		– Sell
-6,411
Closed -$221K – 46
2019
Q4 		$221K Sell
6,411
-4,086
-39% -$143K 0.17% 47
2019
Q3 		$374K Sell
10,497
-336
-3% -$11.3K 0.3% 39
2019
Q2 		$346K Sell
10,833
-486
-4% -$15.1K 0.28% 38
2019
Q1 		$354K Hold
11,319
– – 0.29% 43
2018
Q4 		$316K Hold
11,319
– – 0.29% 44
2018
Q3 		$298K Hold
11,319
– – 0.24% 48
2018
Q2 		$292K Sell
11,319
-325
-3% -$7.66K 0.26% 48
2018
Q1 		$270K Hold
11,644
– – 0.25% 48
2017
Q4 		$304K Sell
11,644
-3,400
-23% -$90.1K 0.28% 46
2017
Q3 		$419K Sell
15,044
-3,500
-19% -$105K 0.4% 42
2017
Q2 		$593K Hold
18,544
– – 0.53% 38
2017
Q1 		$580K Hold
18,544
– – 0.54% 38
2016
Q4 		$551K Sell
18,544
-1,817
-9% -$55.4K 0.52% 38
2016
Q3 		$704K Hold
20,361
– – 0.69% 35
2016
Q2 		$656K Buy
20,361
+3,843
+23% +$119K 0.67% 36
2016
Q1 		$490K Sell
16,518
-3,843
-19% -$115K 0.51% 41
2015
Q4 		$709K Hold
20,361
– – 0.77% 33
2015
Q3 		$691K Buy
20,361
+2,745
+16% +$94.9K 0.73% 36
2015
Q2 		$585K Sell
17,616
-2,745
-13% -$99.9K 0.57% 35
2015
Q1 		$801K Sell
20,361
-989
-5% -$39.7K 0.73% 35
2014
Q4 		$856K Hold
21,350
– – 0.78% 34
2014
Q3 		$772K Hold
21,350
– – 0.71% 38
2014
Q2 		$805K Hold
21,350
– – 0.75% 38
2014
Q1 		$754K Hold
21,350
– – 0.74% 38
2013
Q4 		$706K Buy
+21,350
New +$761K 0.69% 38

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

R.M. Sincerbeaux Capital Management's DOC Position: Q2 2021 in Review

R.M. Sincerbeaux Capital Management sold out of Healthpeak Properties (DOC) in Q2 2021, closing a stake of 6,411 shares — an estimated $203K sold.

R.M. Sincerbeaux Capital Management first reported a position in DOC in Q4 2013 and held it in 26 quarters. The position peaked at $856K in Q4 2014. 582 funds tracked by Wall St. Rank hold DOC as of Q2 2021.

  • R.M. Sincerbeaux Capital Management reported no remaining Healthpeak Properties position as of Q2 2021 after selling out during the quarter.
  • R.M. Sincerbeaux Capital Management sold 6,411 Healthpeak Properties shares in Q2 2021, an estimated $203K.
  • R.M. Sincerbeaux Capital Management first reported a position in Healthpeak Properties in Q4 2013 and held it in 26 quarters.
  • R.M. Sincerbeaux Capital Management's Healthpeak Properties position peaked at $856K in Q4 2014.
  • 582 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2021.

Based on R.M. Sincerbeaux Capital Management's 13F filing for Q2 2021, filed 13 Aug 2021.