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Stoneridge Investment Partners’s Healthpeak Properties DOC Stock Holding History

Stoneridge Investment Partners’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
Q3 		– Sell
-38,919
Closed -$782K – 104
2023
Q2 		$782K Buy
+38,919
New +$808K 0.34% 70

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JP Morgan Chase
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Geode Capital Management
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RC
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Northern Trust
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CIM
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Stoneridge Investment Partners's DOC Position: Q3 2023 in Review

Stoneridge Investment Partners sold out of Healthpeak Properties (DOC) in Q3 2023, closing a stake of 38,919 shares — an estimated $782K sold.

Stoneridge Investment Partners first reported a position in DOC in Q2 2023 and held it in 1 quarter. The position peaked at $782K in Q2 2023. 585 funds tracked by Wall St. Rank hold DOC as of Q3 2023.

  • Stoneridge Investment Partners reported no remaining Healthpeak Properties position as of Q3 2023 after selling out during the quarter.
  • Stoneridge Investment Partners sold 38,919 Healthpeak Properties shares in Q3 2023, an estimated $782K.
  • Stoneridge Investment Partners first reported a position in Healthpeak Properties in Q2 2023 and held it in 1 quarter.
  • Stoneridge Investment Partners's Healthpeak Properties position peaked at $782K in Q2 2023.
  • 585 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2023.

Based on Stoneridge Investment Partners's 13F filing for Q3 2023, filed 3 Nov 2023.