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Simplicity Solutions’s Healthpeak Properties DOC Stock Holding History

Simplicity Solutions’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
2023
Q4 		$641K Buy
32,372
+10,161
+46% +$179K 0.02% 575
2023
Q3 		$408K Sell
22,211
-3,009
-12% -$61.8K 0.01% 654
2023
Q2 		$507K Sell
25,220
-2,179
-8% -$45.2K 0.01% 658
2023
Q1 		$602K Buy
27,399
+17,628
+180% +$437K 0.02% 634
2022
Q4 		$245K Sell
9,771
-3,718
-28% -$90.4K 0.03% 548
2022
Q3 		$309K Buy
13,489
+2,775
+26% +$73.3K 0.04% 448
2022
Q2 		$278K Buy
10,714
+689
+7% +$20.9K 0.04% 457
2022
Q1 		$344K Buy
+10,025
New +$338K 0.04% 404
2021
Q4 		– Sell
-9,906
Closed -$332K – 488
2021
Q3 		$332K Buy
9,906
+233
+2% +$8.25K 0.05% 389
2021
Q2 		$322K Buy
9,673
+229
+2% +$7.69K 0.06% 351
2021
Q1 		$300K Buy
9,444
+1,416
+18% +$43K 0.07% 332
2020
Q4 		$243K Sell
8,028
-341
-4% -$9.92K ﹤0.01% 847
2020
Q3 		$227K Sell
8,369
-2,322
-22% -$63.6K ﹤0.01% 787
2020
Q2 		$295K Sell
10,691
-1,024
-9% -$26.1K 0.01% 731
2020
Q1 		$279K Sell
11,715
-2,488
-18% -$81.1K 0.01% 620
2019
Q4 		$490K Sell
14,203
-135
-0.9% -$4.72K 0.01% 545
2019
Q3 		$511K Buy
14,338
+26
+0.2% +$878 0.02% 411
2019
Q2 		$458K Buy
+14,312
New +$445K 0.02% 374
2019
Q1 		– Sell
-8,767
Closed -$246K – 763
2018
Q4 		$246K Sell
8,767
-8,945
-51% -$248K 0.03% 511
2018
Q3 		$466K Sell
17,712
-877
-5% -$23.1K 0.03% 277
2018
Q2 		$480K Buy
18,589
+635
+4% +$15K 0.03% 263
2018
Q1 		$417K Buy
+17,954
New +$417K 0.04% 231
2016
Q4 		– Sell
-6,171
Closed -$213K – 345
2016
Q3 		$213K Buy
+6,171
New +$216K 0.1% 238
2016
Q1 		– Sell
-8,434
Closed -$294K – 270
2015
Q4 		$294K Buy
+8,434
New +$282K 0.03% 546

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Simplicity Solutions's DOC Position: Q4 2023 in Review

Simplicity Solutions increased its Healthpeak Properties (DOC) stake by 46% in Q4 2023, buying an estimated $179K and bringing the position to 32,372 shares worth $641K. The position accounts for 0.02% of the portfolio, ranked #575.

Simplicity Solutions first reported a position in DOC in Q4 2015 and has held it in 24 quarters since. 613 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

  • Simplicity Solutions held 32,372 shares of Healthpeak Properties worth $641K as of Q4 2023.
  • Simplicity Solutions bought 10,161 Healthpeak Properties shares in Q4 2023, an estimated $179K.
  • Healthpeak Properties made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #575 holding.
  • Simplicity Solutions first reported a position in Healthpeak Properties in Q4 2015 and has held it in 24 quarters since.
  • 613 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.