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Raymond James & Associates’s Healthpeak Properties DOC Stock Holding History

Raymond James & Associates’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 		$25.7M Buy
1,124,215
+112,103
+11% +$2.42M 0.02% 693
2024
Q2 		$19.8M Buy
1,012,112
+23,389
+2% +$447K 0.01% 784
2024
Q1 		$18.5M Buy
988,723
+344,287
+53% +$6.26M 0.01% 814
2023
Q4 		$12.8M Sell
644,436
-305,609
-32% -$5.38M 0.01% 963
2023
Q3 		$17.4M Buy
950,045
+85,535
+10% +$1.76M 0.01% 744
2023
Q2 		$17.4M Sell
864,510
-5,966
-0.7% -$124K 0.01% 769
2023
Q1 		$19.1M Buy
870,476
+204,575
+31% +$5.07M 0.02% 698
2022
Q4 		$16.7M Buy
665,901
+115,114
+21% +$2.8M 0.02% 747
2022
Q3 		$12.6M Buy
550,787
+45,158
+9% +$1.19M 0.01% 839
2022
Q2 		$13.1M Buy
505,629
+31,642
+7% +$959K 0.01% 818
2022
Q1 		$16.3M Buy
473,987
+32,926
+7% +$1.11M 0.01% 797
2021
Q4 		$15.9M Buy
441,061
+5,153
+1% +$178K 0.01% 864
2021
Q3 		$14.6M Sell
435,908
-1,462
-0.3% -$51.8K 0.01% 864
2021
Q2 		$14.6M Buy
437,370
+11,422
+3% +$383K 0.01% 871
2021
Q1 		$13.5M Buy
425,948
+55,336
+15% +$1.68M 0.01% 863
2020
Q4 		$11.2M Sell
370,612
-12,886
-3% -$375K 0.01% 883
2020
Q3 		$10.4M Buy
383,498
+7,914
+2% +$217K 0.01% 837
2020
Q2 		$10.4M Sell
375,584
-368,908
-50% -$9.42M 0.01% 814
2020
Q1 		$17.8M Sell
744,492
-129,257
-15% -$4.21M 0.03% 499
2019
Q4 		$30.1M Buy
873,749
+552,198
+172% +$19.3M 0.04% 411
2019
Q3 		$11.5M Sell
321,551
-38,514
-11% -$1.3M 0.02% 800
2019
Q2 		$11.5M Buy
360,065
+12,763
+4% +$397K 0.02% 788
2019
Q1 		$10.9M Buy
347,302
+1,881
+0.5% +$57.3K 0.02% 776
2018
Q4 		$9.65M Buy
345,421
+7,585
+2% +$210K 0.02% 780
2018
Q3 		$8.89M Sell
337,836
-7,783
-2% -$205K 0.01% 892
2018
Q2 		$8.92M Buy
345,619
+3,309
+1% +$78K 0.02% 876
2018
Q1 		$7.95M Sell
342,310
-601
-0.2% -$14K 0.01% 899
2017
Q4 		$8.94M Sell
342,911
-9,722
-3% -$258K 0.02% 817
2017
Q3 		$9.81M Sell
352,633
-22,663
-6% -$682K 0.02% 748
2017
Q2 		$12M Buy
375,296
+10,132
+3% +$321K 0.03% 627
2017
Q1 		$11.4M Buy
365,164
+22,244
+6% +$683K 0.03% 602
2016
Q4 		$10.2M Buy
342,920
+8,207
+2% +$250K 0.03% 624
2016
Q3 		$11.6M Buy
334,713
+100,846
+43% +$3.53M 0.03% 540
2016
Q2 		$7.54M Buy
233,867
+907
+0.4% +$28.2K 0.02% 663
2016
Q1 		$6.91M Sell
232,960
-757,797
-76% -$22.7M 0.02% 666
2015
Q4 		$34.5M Sell
990,757
-43,847
-4% -$1.47M 0.12% 181
2015
Q3 		$35.1M Sell
1,034,604
-19,723
-2% -$682K 0.14% 153
2015
Q2 		$35M Buy
1,054,327
+99,086
+10% +$3.61M 0.13% 162
2015
Q1 		$37.6M Buy
955,241
+59,776
+7% +$2.4M 0.17% 127
2014
Q4 		$35.9M Buy
895,465
+61,998
+7% +$2.46M 0.18% 112
2014
Q3 		$30.1M Buy
833,467
+362,571
+77% +$13.7M 0.17% 105
2014
Q2 		$17.7M Sell
470,896
-6,626
-1% -$249K 0.11% 203
2014
Q1 		$16.9M Buy
477,522
+221,902
+87% +$7.66M 0.12% 197
2013
Q4 		$8.46M Sell
255,620
-21,571
-8% -$769K 0.06% 343
2013
Q3 		$10.3M Sell
277,191
-34,520
-11% -$1.35M 0.09% 252
2013
Q2 		$12.9M Buy
+311,711
New +$14.2M 0.12% 180

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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

Raymond James & Associates's DOC Position: Q3 2024 in Review

Raymond James & Associates increased its Healthpeak Properties (DOC) stake by 11% in Q3 2024, buying an estimated $2.42M and bringing the position to 1,124,215 shares worth $25.7M. The position accounts for 0.02% of the portfolio, ranked #693.

Raymond James & Associates first reported a position in DOC in Q2 2013 and has held it in 46 quarters since. The position peaked at $37.6M in Q1 2015. 734 funds tracked by Wall St. Rank hold DOC as of Q3 2024.

  • Raymond James & Associates held 1,124,215 shares of Healthpeak Properties worth $25.7M as of Q3 2024.
  • Raymond James & Associates bought 112,103 Healthpeak Properties shares in Q3 2024, an estimated $2.42M.
  • Healthpeak Properties made up 0.02% of Raymond James & Associates's portfolio in Q3 2024, its #693 holding.
  • Raymond James & Associates first reported a position in Healthpeak Properties in Q2 2013 and has held it in 46 quarters since.
  • Raymond James & Associates's Healthpeak Properties position peaked at $37.6M in Q1 2015.
  • 734 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.