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Sippican Capital Advisors’s Healthpeak Properties DOC Stock Holding History

Sippican Capital Advisors’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
-14,736
Closed -$337K – 115
2024
Q3 		$337K Sell
14,736
-7,995
-35% -$172K 0.24% 89
2024
Q2 		$446K Sell
22,731
-13,833
-38% -$264K 0.35% 81
2024
Q1 		$686K Buy
+36,564
New +$664K 0.53% 66

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

Sippican Capital Advisors's DOC Position: Q4 2024 in Review

Sippican Capital Advisors sold out of Healthpeak Properties (DOC) in Q4 2024, closing a stake of 14,736 shares — an estimated $337K sold.

Sippican Capital Advisors first reported a position in DOC in Q1 2024 and held it in 3 quarters. The position peaked at $686K in Q1 2024. 761 funds tracked by Wall St. Rank hold DOC as of Q4 2024.

  • Sippican Capital Advisors reported no remaining Healthpeak Properties position as of Q4 2024 after selling out during the quarter.
  • Sippican Capital Advisors sold 14,736 Healthpeak Properties shares in Q4 2024, an estimated $337K.
  • Sippican Capital Advisors first reported a position in Healthpeak Properties in Q1 2024 and held it in 3 quarters.
  • Sippican Capital Advisors's Healthpeak Properties position peaked at $686K in Q1 2024.
  • 761 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2024.

Based on Sippican Capital Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.