Shelton Capital Management’s Healthpeak Properties DOC Stock Holding History

Shelton Capital Management’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
2021 Q4	–	Sell	-15,828	Closed	-$530K	–	858
2021 Q3	$530K	Sell	15,828 -161,100	-91%	-$5.7M	0.02%	345
2021 Q2	$5.89M	Buy	176,928 +43,504	+33%	+$1.46M	0.22%	97
2021 Q1	$4.24M	Buy	133,424 +7,104	+6%	+$216K	0.15%	141
2020 Q4	$3.82M	Buy	+126,320	New	+$3.68M	0.17%	124

Other funds holding DOC

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

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

Shelton Capital Management's DOC Position: Q4 2021 in Review

Shelton Capital Management sold out of Healthpeak Properties (DOC) in Q4 2021, closing a stake of 15,828 shares — an estimated $530K sold.

Shelton Capital Management first reported a position in DOC in Q4 2020 and held it in 4 quarters. The position peaked at $5.89M in Q2 2021. 616 funds tracked by Wall St. Rank hold DOC as of Q4 2021.

Shelton Capital Management reported no remaining Healthpeak Properties position as of Q4 2021 after selling out during the quarter.
Shelton Capital Management sold 15,828 Healthpeak Properties shares in Q4 2021, an estimated $530K.
Shelton Capital Management first reported a position in Healthpeak Properties in Q4 2020 and held it in 4 quarters.
Shelton Capital Management's Healthpeak Properties position peaked at $5.89M in Q2 2021.
616 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2021.

Based on Shelton Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.