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Rational Advisors’s Healthpeak Properties DOC Stock Holding History

Rational Advisors’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
-39,191
Closed -$861K – 281
2023
Q1 		$861K Buy
+39,191
New +$972K 0.07% 92
2021
Q3 		– Sell
-39,443
Closed -$1.31M – 197
2021
Q2 		$1.31M Buy
39,443
+508
+1% +$17.1K 0.15% 80
2021
Q1 		$1.24M Buy
38,935
+13,513
+53% +$410K 0.23% 85
2020
Q4 		$769K Sell
25,422
-412
-2% -$12K 0.21% 117
2020
Q3 		$701K Buy
25,834
+25,728
+24,272% +$705K 0.3% 109
2020
Q2 		$3K Buy
+106
New +$2.71K ﹤0.01% 455
2020
Q1 		– Sell
-555
Closed -$19K – 257
2019
Q4 		$19K Sell
555
-1,023
-65% -$35.8K 0.01% 421
2019
Q3 		$56K Buy
1,578
+1,066
+208% +$36K 0.02% 344
2019
Q2 		$16K Sell
512
-91,715
-99% -$2.85M 0.01% 460
2019
Q1 		$2.89M Buy
92,227
+90,965
+7,208% +$2.77M 0.78% 35
2018
Q4 		$35K Buy
1,262
+973
+337% +$26.9K 0.01% 314
2018
Q3 		$8K Buy
289
+255
+750% +$6.7K ﹤0.01% 407
2018
Q2 		$1K Buy
+34
New +$802 ﹤0.01% 459
2015
Q3 		$2.31M Hold
68,131
– – 0.93% 31
2015
Q2 		$2.26M Hold
68,131
– – 0.73% 47
2015
Q1 		$2.68M Sell
68,131
-220
-0.3% -$8.83K 0.65% 50
2014
Q4 		$2.74M Buy
+68,351
New +$2.71M 0.54% 64
2013
Q4 		$2.64M Sell
79,825
-2,547
-3% -$90.8K 0.23% 152
2013
Q3 		$3.07M Sell
82,372
-1,208
-1% -$47.1K 0.23% 131
2013
Q2 		$3.46M Buy
+83,580
New +$3.81M 0.29% 108

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
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
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Rational Advisors's DOC Position: Q2 2023 in Review

Rational Advisors sold out of Healthpeak Properties (DOC) in Q2 2023, closing a stake of 39,191 shares — an estimated $861K sold.

Rational Advisors first reported a position in DOC in Q2 2013 and held it in 20 quarters. The position peaked at $3.46M in Q2 2013. 609 funds tracked by Wall St. Rank hold DOC as of Q2 2023.

  • Rational Advisors reported no remaining Healthpeak Properties position as of Q2 2023 after selling out during the quarter.
  • Rational Advisors sold 39,191 Healthpeak Properties shares in Q2 2023, an estimated $861K.
  • Rational Advisors first reported a position in Healthpeak Properties in Q2 2013 and held it in 20 quarters.
  • Rational Advisors's Healthpeak Properties position peaked at $3.46M in Q2 2013.
  • 609 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2023.

Based on Rational Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.