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Spearhead Capital Advisors’s Healthpeak Properties DOC Stock Holding History

Spearhead 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
2021
Q3 		– Sell
-270,849
Closed -$9.02M – 186
2021
Q2 		$9.02M Buy
270,849
+3,450
+1% +$116K 1.23% 32
2021
Q1 		$8.49M Buy
267,399
+61,621
+30% +$1.87M 1.25% 33
2020
Q4 		$6.22M Buy
205,778
+20,220
+11% +$588K 0.99% 48
2020
Q3 		$5.04M Buy
185,558
+7,031
+4% +$193K 0.96% 50
2020
Q2 		$4.92M Buy
178,527
+12,254
+7% +$313K 1.05% 52
2020
Q1 		$3.97M Buy
166,273
+28,054
+20% +$914K 1.14% 52
2019
Q4 		$4.76M Buy
138,219
+3,003
+2% +$105K 1.18% 47
2019
Q3 		$4.82M Sell
135,216
-12,798
-9% -$432K 1.34% 23
2019
Q2 		$4.73M Buy
148,014
+3,834
+3% +$119K 1.39% 17
2019
Q1 		$4.51M Buy
144,180
+8,953
+7% +$273K 1.36% 15
2018
Q4 		$3.78M Sell
135,227
-5,639
-4% -$156K 1.62% 14
2018
Q3 		$3.62M Buy
140,866
+3,313
+2% +$87.1K 1.21% 33
2018
Q2 		$3.55M Buy
137,553
+2,398
+2% +$56.5K 1.27% 18
2018
Q1 		$3.14M Buy
135,155
+56,065
+71% +$1.3M 1.22% 27
2017
Q4 		$2.06M Buy
+79,090
New +$2.1M 1% 49

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

Spearhead Capital Advisors's DOC Position: Q3 2021 in Review

Spearhead Capital Advisors sold out of Healthpeak Properties (DOC) in Q3 2021, closing a stake of 270,849 shares — an estimated $9.02M sold.

Spearhead Capital Advisors first reported a position in DOC in Q4 2017 and held it in 15 quarters. The position peaked at $9.02M in Q2 2021. 579 funds tracked by Wall St. Rank hold DOC as of Q3 2021.

  • Spearhead Capital Advisors reported no remaining Healthpeak Properties position as of Q3 2021 after selling out during the quarter.
  • Spearhead Capital Advisors sold 270,849 Healthpeak Properties shares in Q3 2021, an estimated $9.02M.
  • Spearhead Capital Advisors first reported a position in Healthpeak Properties in Q4 2017 and held it in 15 quarters.
  • Spearhead Capital Advisors's Healthpeak Properties position peaked at $9.02M in Q2 2021.
  • 579 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2021.

Based on Spearhead Capital Advisors's 13F filing for Q3 2021, filed 27 Oct 2021.