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Retirement Planning Group (Kansas)’s Healthpeak Properties DOC Stock Holding History

Retirement Planning Group (Kansas)’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
Q4 		– Sell
-30,284
Closed -$693K – 280
2024
Q3 		$693K Buy
30,284
+37
+0.1% +$797 0.04% 155
2024
Q2 		$593K Buy
+30,247
New +$578K 0.04% 149

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Retirement Planning Group (Kansas)'s DOC Position: Q4 2024 in Review

Retirement Planning Group (Kansas) sold out of Healthpeak Properties (DOC) in Q4 2024, closing a stake of 30,284 shares — an estimated $693K sold.

Retirement Planning Group (Kansas) first reported a position in DOC in Q2 2024 and held it in 2 quarters. The position peaked at $693K in Q3 2024. 761 funds tracked by Wall St. Rank hold DOC as of Q4 2024.

  • Retirement Planning Group (Kansas) reported no remaining Healthpeak Properties position as of Q4 2024 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 30,284 Healthpeak Properties shares in Q4 2024, an estimated $693K.
  • Retirement Planning Group (Kansas) first reported a position in Healthpeak Properties in Q2 2024 and held it in 2 quarters.
  • Retirement Planning Group (Kansas)'s Healthpeak Properties position peaked at $693K in Q3 2024.
  • 761 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2024.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q4 2024, filed 18 Feb 2025.