UOC
DOC icon

UBS O'Connor’s Healthpeak Properties DOC Stock Holding History

UBS O'Connor’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
Q4 		– Sell
-171,867
Closed -$3.93M – 465
2024
Q3 		$3.93M Buy
171,867
+90,821
+112% +$1.96M 0.1% 115
2024
Q2 		$1.59M Buy
81,046
+13,846
+21% +$264K 0.04% 231
2024
Q1 		$1.26M Sell
67,200
-98,330
-59% -$1.79M 0.04% 251
2023
Q4 		$3.28M Sell
165,530
-203,020
-55% -$3.57M 0.1% 109
2023
Q3 		$6.77M Buy
368,550
+341,350
+1,255% +$7.01M 0.12% 85
2023
Q2 		$547K Buy
+27,200
New +$565K 0.01% 437
2023
Q1 		– Sell
-172,107
Closed -$4.32M – 649
2022
Q4 		$4.32M Buy
172,107
+81,096
+89% +$1.97M 0.08% 232
2022
Q3 		$2.09M Sell
91,011
-139,174
-60% -$3.68M 0.02% 618
2022
Q2 		$5.96M Buy
230,185
+175,610
+322% +$5.32M 0.06% 197
2022
Q1 		$1.87M Buy
+54,575
New +$1.84M 0.02% 605
2021
Q3 		– Sell
-104,070
Closed -$3.46M – 933
2021
Q2 		$3.46M Buy
104,070
+27,870
+37% +$935K 0.03% 357
2021
Q1 		$2.42M Buy
+76,200
New +$2.31M 0.03% 446
2019
Q3 		– Sell
-88,800
Closed -$2.84M – 326
2019
Q2 		$2.84M Buy
+88,800
New +$2.76M 0.06% 129
2015
Q3 		– Sell
-55,809
Closed -$1.85M – 592
2015
Q2 		$1.85M Buy
55,809
+39,330
+239% +$1.43M 0.02% 437
2015
Q1 		$648K Sell
16,479
-58,250
-78% -$2.34M 0.01% 615
2014
Q4 		$3M Buy
74,729
+15,131
+25% +$600K 0.05% 247
2014
Q3 		$2.15M Sell
59,598
-76,763
-56% -$2.91M 0.04% 290
2014
Q2 		$5.14M Sell
136,361
-18,729
-12% -$705K 0.03% 203
2014
Q1 		$5.48M Buy
155,090
+44,495
+40% +$1.54M 0.1% 228
2013
Q4 		$3.66M Buy
+110,595
New +$3.94M 0.07% 238
2013
Q3 		– Sell
-327,833
Closed -$13.6M – 459
2013
Q2 		$13.6M Buy
+327,833
New +$15M 0.25% 120

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

UBS O'Connor's DOC Position: Q4 2024 in Review

UBS O'Connor sold out of Healthpeak Properties (DOC) in Q4 2024, closing a stake of 171,867 shares — an estimated $3.93M sold.

UBS O'Connor first reported a position in DOC in Q2 2013 and held it in 21 quarters. The position peaked at $13.6M in Q2 2013. 762 funds tracked by Wall St. Rank hold DOC as of Q4 2024.

  • UBS O'Connor reported no remaining Healthpeak Properties position as of Q4 2024 after selling out during the quarter.
  • UBS O'Connor sold 171,867 Healthpeak Properties shares in Q4 2024, an estimated $3.93M.
  • UBS O'Connor first reported a position in Healthpeak Properties in Q2 2013 and held it in 21 quarters.
  • UBS O'Connor's Healthpeak Properties position peaked at $13.6M in Q2 2013.
  • 762 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2024.

Based on UBS O'Connor's 13F filing for Q4 2024, filed 14 Feb 2025.