The Family Firm’s Healthpeak Properties DOC Stock Holding History

The Family Firm’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 Q3	–	Sell	-1,870	Closed	-$36.6K	–	363
2024 Q2	$36.6K	Buy	+1,870	New	+$35.7K	0.01%	465

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

The Family Firm's DOC Position: Q3 2024 in Review

The Family Firm sold out of Healthpeak Properties (DOC) in Q3 2024, closing a stake of 1,870 shares — an estimated $36.6K sold.

The Family Firm first reported a position in DOC in Q2 2024 and held it in 1 quarter. The position peaked at $36.6K in Q2 2024. 733 funds tracked by Wall St. Rank hold DOC as of Q3 2024.

The Family Firm reported no remaining Healthpeak Properties position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 1,870 Healthpeak Properties shares in Q3 2024, an estimated $36.6K.
The Family Firm first reported a position in Healthpeak Properties in Q2 2024 and held it in 1 quarter.
The Family Firm's Healthpeak Properties position peaked at $36.6K in Q2 2024.
733 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.