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Sargent Bickham Lagudis’s Healthpeak Properties DOC Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$20.8K Sell
831
-108
-12% -$2.63K ﹤0.01% 599
2022
Q3 		$22K Buy
939
+9
+1% +$238 ﹤0.01% 552
2022
Q2 		$24K Sell
930
-230
-20% -$6.97K ﹤0.01% 552
2022
Q1 		$40K Buy
1,160
+8
+0.7% +$269 ﹤0.01% 491
2021
Q4 		$42K Buy
1,152
+7
+0.6% +$241 ﹤0.01% 481
2021
Q3 		$38K Buy
1,145
+6
+0.5% +$212 ﹤0.01% 497
2021
Q2 		$38K Buy
1,139
+7
+0.6% +$235 ﹤0.01% 500
2021
Q1 		$36K Buy
1,132
+8
+0.7% +$243 ﹤0.01% 490
2020
Q4 		$34K Buy
1,124
+9
+0.8% +$262 ﹤0.01% 479
2020
Q3 		$30K Buy
1,115
+10
+0.9% +$274 ﹤0.01% 452
2020
Q2 		$30K Sell
1,105
-898
-45% -$22.9K ﹤0.01% 431
2020
Q1 		$48K Sell
2,003
-35
-2% -$1.14K 0.01% 348
2019
Q4 		$70K Sell
2,038
-63
-3% -$2.2K 0.01% 327
2019
Q3 		$75K Buy
2,101
+375
+22% +$12.7K 0.01% 287
2019
Q2 		$55K Buy
1,726
+20
+1% +$622 0.01% 351
2019
Q1 		$53K Buy
1,706
+21
+1% +$640 0.01% 378
2018
Q4 		$47K Buy
1,685
+21
+1% +$581 0.01% 369
2018
Q3 		$44K Buy
1,664
+22
+1% +$578 0.01% 387
2018
Q2 		$42K Buy
1,642
+26
+2% +$613 0.01% 381
2018
Q1 		$38K Hold
1,616
– – ﹤0.01% 398
2017
Q4 		$42K Hold
1,616
– – 0.01% 396
2017
Q3 		$45K Hold
1,616
– – 0.01% 384
2017
Q2 		$52K Hold
1,616
– – 0.01% 353
2017
Q1 		$51K Hold
1,616
– – 0.01% 356
2016
Q4 		$48K Sell
1,616
-898
-36% -$27.4K 0.01% 341
2016
Q3 		$87K Buy
2,514
+740
+42% +$25.9K 0.01% 278
2016
Q2 		$57K Sell
1,774
-138
-7% -$4.29K 0.01% 326
2016
Q1 		$57K Buy
+1,912
New +$57.4K 0.01% 342

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sargent Bickham Lagudis's DOC Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Healthpeak Properties (DOC) stake by 12% in Q4 2022, selling an estimated $2.63K and leaving 831 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Sargent Bickham Lagudis first reported a position in DOC in Q1 2016 and has held it in 28 quarters since. The position peaked at $87K in Q3 2016. 612 funds tracked by Wall St. Rank hold DOC as of Q4 2022.

  • Sargent Bickham Lagudis held 831 shares of Healthpeak Properties worth $20.8K as of Q4 2022.
  • Sargent Bickham Lagudis sold 108 Healthpeak Properties shares in Q4 2022, an estimated $2.63K.
  • Healthpeak Properties made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #599 holding.
  • Sargent Bickham Lagudis first reported a position in Healthpeak Properties in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Healthpeak Properties position peaked at $87K in Q3 2016.
  • 612 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.