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Sonora Investment Management’s Healthpeak Properties DOC Stock Holding History

Sonora Investment 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
Q3 		$90K Sell
2,700
-400
-13% -$14.2K 0.01% 321
2021
Q2 		$103K Buy
3,100
+700
+29% +$23.5K 0.01% 275
2021
Q1 		$76K Hold
2,400
– – 0.01% 473
2020
Q4 		$73K Hold
2,400
– – 0.01% 501
2020
Q3 		$65K Sell
2,400
-700
-23% -$19.2K 0.01% 488
2020
Q2 		$85K Sell
3,100
-200
-6% -$5.11K 0.01% 367
2020
Q1 		$79K Sell
3,300
-200
-6% -$6.52K 0.01% 355
2019
Q4 		$121K Sell
3,500
-60
-2% -$2.1K 0.01% 308
2019
Q3 		$127K Hold
3,560
– – 0.01% 300
2019
Q2 		$114K Hold
3,560
– – 0.01% 314
2019
Q1 		$111K Sell
3,560
-72
-2% -$2.19K 0.01% 305
2018
Q4 		$101K Sell
3,632
-268
-7% -$7.42K 0.01% 299
2018
Q3 		$103K Buy
3,900
+257
+7% +$6.76K 0.01% 287
2018
Q2 		$94K Hold
3,643
– – 0.01% 286
2018
Q1 		$84.6K Hold
3,643
– – 0.01% 282
2017
Q4 		$95K Sell
3,643
-1,582
-30% -$41.9K 0.02% 269
2017
Q3 		$145K Buy
5,225
+200
+4% +$6.01K 0.03% 216
2017
Q2 		$161K Hold
5,025
– – 0.03% 200
2017
Q1 		$157K Sell
5,025
-200
-4% -$6.14K 0.03% 198
2016
Q4 		$155K Sell
5,225
-732
-12% -$22.3K 0.03% 187
2016
Q3 		$206K Hold
5,957
– – 0.04% 169
2016
Q2 		$192K Sell
5,957
-768
-11% -$23.9K 0.04% 152
2016
Q1 		$208K Sell
6,725
-2,306
-26% -$69.2K 0.05% 151
2015
Q4 		$315K Buy
9,031
+1,318
+17% +$44.1K 0.08% 118
2015
Q3 		$251K Buy
+7,713
New +$267K 0.08% 112

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 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
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Sonora Investment Management's DOC Position: Q3 2021 in Review

Sonora Investment Management reduced its Healthpeak Properties (DOC) stake by 13% in Q3 2021, selling an estimated $14.2K and leaving 2,700 shares worth $90K. The position accounts for 0.01% of the portfolio, ranked #321.

Sonora Investment Management first reported a position in DOC in Q3 2015 and has held it in 25 quarters since. The position peaked at $315K in Q4 2015. 579 funds tracked by Wall St. Rank hold DOC as of Q3 2021.

  • Sonora Investment Management held 2,700 shares of Healthpeak Properties worth $90K as of Q3 2021.
  • Sonora Investment Management sold 400 Healthpeak Properties shares in Q3 2021, an estimated $14.2K.
  • Healthpeak Properties made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #321 holding.
  • Sonora Investment Management first reported a position in Healthpeak Properties in Q3 2015 and has held it in 25 quarters since.
  • Sonora Investment Management's Healthpeak Properties position peaked at $315K in Q4 2015.
  • 579 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.