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DOC icon

TOBAM’s Healthpeak Properties DOC Stock Holding History

TOBAM’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
Q2 		– Sell
-3,370
Closed -$74K – 368
2023
Q1 		$74K Sell
3,370
-1,123
-25% -$27.8K ﹤0.01% 319
2022
Q4 		$113K Buy
4,493
+1,183
+36% +$28.8K 0.01% 273
2022
Q3 		$76K Hold
3,310
– – 0.01% 313
2022
Q2 		$86K Buy
3,310
+1,046
+46% +$31.7K 0.01% 326
2022
Q1 		$78K Buy
2,264
+427
+23% +$14.4K ﹤0.01% 334
2021
Q4 		$66K Hold
1,837
– – ﹤0.01% 316
2021
Q3 		$62K Hold
1,837
– – ﹤0.01% 329
2021
Q2 		$61K Hold
1,837
– – ﹤0.01% 320
2021
Q1 		$58K Hold
1,837
– – ﹤0.01% 315
2020
Q4 		$56K Hold
1,837
– – ﹤0.01% 306
2020
Q3 		$50K Buy
+1,837
New +$50.3K ﹤0.01% 291
2020
Q1 		– Sell
-38,566
Closed -$1.33M – 136
2019
Q4 		$1.33M Sell
38,566
-7,797
-17% -$273K 0.08% 91
2019
Q3 		$1.65M Sell
46,363
-20,196
-30% -$682K 0.11% 86
2019
Q2 		$2.13M Sell
66,559
-9,171
-12% -$285K 0.12% 82
2019
Q1 		$2.37M Sell
75,730
-27,679
-27% -$843K 0.12% 89
2018
Q4 		$2.89M Buy
103,409
+8,080
+8% +$224K 0.14% 94
2018
Q3 		$2.51M Buy
95,329
+29,960
+46% +$788K 0.11% 111
2018
Q2 		$1.69M Buy
65,369
+60,267
+1,181% +$1.42M 0.07% 120
2018
Q1 		$119K Buy
+5,102
New +$119K ﹤0.01% 156
2016
Q1 		– Sell
-2,030
Closed -$71K – 126
2015
Q4 		$71K Buy
+2,030
New +$67.9K ﹤0.01% 108
2015
Q2 		– Sell
-1,737,181
Closed -$68.4M – 135
2015
Q1 		$68.4M Buy
1,737,181
+1,575,023
+971% +$63.2M 2.08% 17
2014
Q4 		$6.5M Buy
+162,158
New +$6.43M 0.22% 74

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TOBAM's DOC Position: Q2 2023 in Review

TOBAM sold out of Healthpeak Properties (DOC) in Q2 2023, closing a stake of 3,370 shares — an estimated $74K sold.

TOBAM first reported a position in DOC in Q4 2014 and held it in 22 quarters. The position peaked at $68.4M in Q1 2015. 609 funds tracked by Wall St. Rank hold DOC as of Q2 2023.

  • TOBAM reported no remaining Healthpeak Properties position as of Q2 2023 after selling out during the quarter.
  • TOBAM sold 3,370 Healthpeak Properties shares in Q2 2023, an estimated $74K.
  • TOBAM first reported a position in Healthpeak Properties in Q4 2014 and held it in 22 quarters.
  • TOBAM's Healthpeak Properties position peaked at $68.4M in Q1 2015.
  • 609 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2023.

Based on TOBAM's 13F filing for Q2 2023, filed 31 Jul 2023.