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Smithfield Trust’s Healthpeak Properties DOC Stock Holding History

Smithfield Trust’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
Q2 		– Sell
-471
Closed -$9K – 1019
2024
Q1 		$9K Buy
+471
New +$8.56K ﹤0.01% 849
2023
Q1 		– Sell
-260
Closed -$7K – 989
2022
Q4 		$7K Hold
260
– – ﹤0.01% 833
2022
Q3 		$6K Hold
260
– – ﹤0.01% 856
2022
Q2 		$7K Hold
260
– – ﹤0.01% 874
2022
Q1 		$9K Hold
260
– – ﹤0.01% 857
2021
Q4 		$9K Hold
260
– – ﹤0.01% 865
2021
Q3 		$9K Hold
260
– – ﹤0.01% 867
2021
Q2 		$9K Hold
260
– – ﹤0.01% 851
2021
Q1 		$8K Hold
260
– – ﹤0.01% 897
2020
Q4 		$8K Hold
260
– – ﹤0.01% 861
2020
Q3 		$7K Sell
260
-275
-51% -$7.54K ﹤0.01% 842
2020
Q2 		$15K Buy
+535
New +$13.7K ﹤0.01% 665
2013
Q3 		– Sell
-275
Closed -$11K – 746
2013
Q2 		$11K Buy
+275
New +$12.5K ﹤0.01% 628

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Smithfield Trust's DOC Position: Q2 2024 in Review

Smithfield Trust sold out of Healthpeak Properties (DOC) in Q2 2024, closing a stake of 471 shares — an estimated $9K sold.

Smithfield Trust first reported a position in DOC in Q2 2013 and held it in 13 quarters. The position peaked at $15K in Q2 2020. 708 funds tracked by Wall St. Rank hold DOC as of Q2 2024.

  • Smithfield Trust reported no remaining Healthpeak Properties position as of Q2 2024 after selling out during the quarter.
  • Smithfield Trust sold 471 Healthpeak Properties shares in Q2 2024, an estimated $9K.
  • Smithfield Trust first reported a position in Healthpeak Properties in Q2 2013 and held it in 13 quarters.
  • Smithfield Trust's Healthpeak Properties position peaked at $15K in Q2 2020.
  • 708 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2024.

Based on Smithfield Trust's 13F filing for Q2 2024, filed 31 Jul 2024.