Raymond James Financial Services Advisors’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.17M | Sell |
51,183
-2,677
| -5% | -$57.7K | ﹤0.01% | 2060 |
|
|
2024
Q2 | $1.06M | Sell |
53,860
-7,327
| -12% | -$140K | ﹤0.01% | 2052 |
|
|
2024
Q1 | $1.15M | Buy |
61,187
+38,203
| +166% | +$694K | ﹤0.01% | 1975 |
|
|
2023
Q4 | $455K | Buy |
22,984
+1,040
| +5% | +$18.3K | ﹤0.01% | 2488 |
|
|
2023
Q3 | $403K | Sell |
21,944
-200
| -0.9% | -$4.11K | ﹤0.01% | 2455 |
|
|
2023
Q2 | $445K | Sell |
22,144
-1,836
| -8% | -$38.1K | ﹤0.01% | 2412 |
|
|
2023
Q1 | $527K | Sell |
23,980
-1,718
| -7% | -$42.6K | ﹤0.01% | 2300 |
|
|
2022
Q4 | $644K | Buy |
25,698
+864
| +3% | +$21K | ﹤0.01% | 2125 |
|
|
2022
Q3 | $569K | Sell |
24,834
-2,074
| -8% | -$54.8K | ﹤0.01% | 2171 |
|
|
2022
Q2 | $697K | Buy |
26,908
+222
| +0.8% | +$6.73K | ﹤0.01% | 2063 |
|
|
2022
Q1 | $916K | Sell |
26,686
-2,721
| -9% | -$91.6K | ﹤0.01% | 2016 |
|
|
2021
Q4 | $1.06M | Sell |
29,407
-164
| -0.6% | -$5.66K | ﹤0.01% | 1951 |
|
|
2021
Q3 | $990K | Sell |
29,571
-3,337
| -10% | -$118K | ﹤0.01% | 1969 |
|
|
2021
Q2 | $1.1M | Buy |
32,908
+290
| +0.9% | +$9.73K | ﹤0.01% | 1889 |
|
|
2021
Q1 | $1.03M | Buy |
32,618
+2,496
| +8% | +$75.8K | ﹤0.01% | 1839 |
|
|
2020
Q4 | $911K | Sell |
30,122
-6,721
| -18% | -$196K | ﹤0.01% | 1755 |
|
|
2020
Q3 | $1M | Sell |
36,843
-19,059
| -34% | -$522K | ﹤0.01% | 1556 |
|
|
2020
Q2 | $1.54M | Sell |
55,902
-22,359
| -29% | -$571K | ﹤0.01% | 1234 |
|
|
2020
Q1 | $1.87M | Buy |
78,261
+2,411
| +3% | +$78.6K | 0.01% | 913 |
|
|
2019
Q4 | $2.62M | Buy |
75,850
+24,041
| +46% | +$841K | 0.01% | 1042 |
|
|
2019
Q3 | $1.85M | Buy |
51,809
+13,530
| +35% | +$457K | 0.01% | 1143 |
|
|
2019
Q2 | $1.22M | Buy |
38,279
+2,600
| +7% | +$80.8K | ﹤0.01% | 1388 |
|
|
2019
Q1 | $1.12M | Sell |
35,679
-3,325
| -9% | -$101K | ﹤0.01% | 1386 |
|
|
2018
Q4 | $1.09M | Buy |
39,004
+4,492
| +13% | +$124K | 0.01% | 1216 |
|
|
2018
Q3 | $908K | Buy |
34,512
+1,687
| +5% | +$44.3K | ﹤0.01% | 1524 |
|
|
2018
Q2 | $848K | Sell |
32,825
-441
| -1% | -$10.4K | ﹤0.01% | 1522 |
|
|
2018
Q1 | $773K | Sell |
33,266
-4,236
| -11% | -$98.4K | ﹤0.01% | 1472 |
|
|
2017
Q4 | $978K | Sell |
37,502
-11,154
| -23% | -$296K | 0.01% | 1318 |
|
|
2017
Q3 | $1.35M | Buy |
48,656
+5,696
| +13% | +$171K | 0.01% | 1116 |
|
|
2017
Q2 | $1.37M | Sell |
42,960
-457
| -1% | -$14.5K | 0.01% | 1068 |
|
|
2017
Q1 | $1.36M | Sell |
43,417
-1,904
| -4% | -$58.5K | 0.01% | 1006 |
|
|
2016
Q4 | $1.35M | Sell |
45,321
-27,216
| -38% | -$830K | 0.01% | 964 |
|
|
2016
Q3 | $2.51M | Buy |
72,537
+4,190
| +6% | +$147K | 0.02% | 664 |
|
|
2016
Q2 | $2.2M | Buy |
68,347
+18,910
| +38% | +$587K | 0.02% | 688 |
|
|
2016
Q1 | $1.47M | Sell |
49,437
-10,389
| -17% | -$312K | 0.02% | 749 |
|
|
2015
Q4 | $2.08M | Buy |
59,826
+1,071
| +2% | +$35.8K | 0.02% | 623 |
|
|
2015
Q3 | $1.99M | Buy |
58,755
+38,468
| +190% | +$1.33M | 0.03% | 527 |
|
|
2015
Q2 | $674K | Buy |
20,287
+5,297
| +35% | +$193K | 0.05% | 412 |
|
|
2015
Q1 | $590K | Buy |
14,990
+153
| +1% | +$6.14K | 0.03% | 442 |
|
|
2014
Q4 | $595K | Buy |
+14,837
| New | +$589K | 0.03% | 437 |
|
|
2013
Q4 | – | Sell |
-12,909
| Closed | -$481K | – | 510 |
|
|
2013
Q3 | $481K | Sell |
12,909
-31,652
| -71% | -$1.23M | 0.03% | 403 |
|
|
2013
Q2 | $1.84M | Buy |
+44,561
| New | +$2.03M | 0.05% | 411 |
|
Other funds holding DOC
CIM
Raymond James Financial Services Advisors's DOC Position: Q3 2024 in Review
Raymond James Financial Services Advisors reduced its Healthpeak Properties (DOC) stake by 5% in Q3 2024, selling an estimated $57.7K and leaving 51,183 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #2060.
Raymond James Financial Services Advisors first reported a position in DOC in Q2 2013 and has held it in 42 quarters since. The position peaked at $2.62M in Q4 2019. 734 funds tracked by Wall St. Rank hold DOC as of Q3 2024.
- Raymond James Financial Services Advisors held 51,183 shares of Healthpeak Properties worth $1.17M as of Q3 2024.
- Raymond James Financial Services Advisors sold 2,677 Healthpeak Properties shares in Q3 2024, an estimated $57.7K.
- Healthpeak Properties made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2060 holding.
- Raymond James Financial Services Advisors first reported a position in Healthpeak Properties in Q2 2013 and has held it in 42 quarters since.
- Raymond James Financial Services Advisors's Healthpeak Properties position peaked at $2.62M in Q4 2019.
- 734 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2024.
Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.