Rogco LP’s Healthpeak Properties DOC Stock Holding History

Rogco LP’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 Q1	–	Sell	-4,088	Closed	-$80.9K	–	245
2023 Q4	$80.9K	Buy	4,088 +2,336	+133%	+$41.1K	0.04%	121
2023 Q3	$32.2K	Buy	+1,752	New	+$36K	0.02%	148

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Rogco LP's DOC Position: Q1 2024 in Review

Rogco LP sold out of Healthpeak Properties (DOC) in Q1 2024, closing a stake of 4,088 shares — an estimated $80.9K sold.

Rogco LP first reported a position in DOC in Q3 2023 and held it in 2 quarters. The position peaked at $80.9K in Q4 2023. 678 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

Rogco LP reported no remaining Healthpeak Properties position as of Q1 2024 after selling out during the quarter.
Rogco LP sold 4,088 Healthpeak Properties shares in Q1 2024, an estimated $80.9K.
Rogco LP first reported a position in Healthpeak Properties in Q3 2023 and held it in 2 quarters.
Rogco LP's Healthpeak Properties position peaked at $80.9K in Q4 2023.
678 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2024.

Based on Rogco LP's 13F filing for Q1 2024, filed 8 May 2024.