Wendell David Associates’s Healthpeak Properties DOC Stock Holding History

Wendell David Associates’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 Q4	–	Sell	-10,400	Closed	-$191K	–	164
2023 Q3	$191K	Hold	10,400	–	–	0.02%	153
2023 Q2	$209K	Hold	10,400	–	–	0.02%	142
2023 Q1	$228K	Hold	10,400	–	–	0.03%	137
2022 Q4	$261K	Hold	10,400	–	–	0.03%	133
2022 Q3	$238K	Hold	10,400	–	–	0.03%	133
2022 Q2	$269K	Hold	10,400	–	–	0.03%	131
2022 Q1	$357K	Sell	10,400 -7,900	-43%	-$266K	0.04%	129
2021 Q4	$660K	Buy	18,300 +7,900	+76%	+$272K	0.07%	106
2021 Q3	$348K	Hold	10,400	–	–	0.04%	127
2021 Q2	$346K	Sell	10,400 -1,200	-10%	-$40.3K	0.04%	130
2021 Q1	$368K	Buy	+11,600	New	+$352K	0.04%	122
2020 Q4	–	Sell	-14,600	Closed	-$396K	–	150
2020 Q3	$396K	Hold	14,600	–	–	0.05%	113
2020 Q2	$402K	Hold	14,600	–	–	0.06%	113
2020 Q1	$348K	Hold	14,600	–	–	0.06%	116
2019 Q4	$503K	Hold	14,600	–	–	0.07%	111
2019 Q3	$520K	Sell	14,600 -600	-4%	-$20.3K	0.08%	111
2019 Q2	$486K	Sell	15,200 -300	-2%	-$9.33K	0.07%	115
2019 Q1	$485K	Hold	15,500	–	–	0.08%	114
2018 Q4	$433K	Sell	15,500 -1,000	-6%	-$27.7K	0.08%	114
2018 Q3	$434K	Sell	16,500 -2,500	-13%	-$65.7K	0.07%	118
2018 Q2	$491K	Hold	19,000	–	–	0.08%	115
2018 Q1	$441K	Hold	19,000	–	–	0.08%	121
2017 Q4	$496K	Sell	19,000 -600	-3%	-$15.9K	0.09%	121
2017 Q3	$545K	Buy	19,600 +400	+2%	+$12K	0.1%	119
2017 Q2	$614K	Hold	19,200	–	–	0.12%	106
2017 Q1	$601K	Hold	19,200	–	–	0.11%	106
2016 Q4	$571K	Sell	19,200 -1,882	-9%	-$57.4K	0.11%	108
2016 Q3	$729K	Hold	21,082	–	–	0.14%	101
2016 Q2	$672K	Hold	21,082	–	–	0.13%	102
2016 Q1	$634K	Hold	21,082	–	–	0.12%	104
2015 Q4	$730K	Buy	21,082 +879	+4%	+$29.4K	0.14%	100
2015 Q3	$681K	Hold	20,203	–	–	0.14%	101
2015 Q2	$662K	Hold	20,203	–	–	0.13%	108
2015 Q1	$791K	Hold	20,203	–	–	0.15%	105
2014 Q4	$810K	Buy	20,203 +2,745	+16%	+$109K	0.16%	102
2014 Q3	$636K	Buy	17,458 +329	+2%	+$12.5K	0.13%	107
2014 Q2	$640K	Buy	17,129 +1,208	+8%	+$45.5K	0.13%	102
2014 Q1	$566K	Buy	15,921 +549	+4%	+$19K	0.12%	108
2013 Q4	$504K	Sell	15,372 -769	-5%	-$27.4K	0.11%	108
2013 Q3	$603K	Buy	16,141 +824	+5%	+$32.1K	0.14%	101
2013 Q2	$628K	Buy	+15,317	New	+$699K	0.16%	97

Other funds holding DOC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wendell David Associates's DOC Position: Q4 2023 in Review

Wendell David Associates sold out of Healthpeak Properties (DOC) in Q4 2023, closing a stake of 10,400 shares — an estimated $191K sold.

Wendell David Associates first reported a position in DOC in Q2 2013 and held it in 41 quarters. The position peaked at $810K in Q4 2014. 614 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

Wendell David Associates reported no remaining Healthpeak Properties position as of Q4 2023 after selling out during the quarter.
Wendell David Associates sold 10,400 Healthpeak Properties shares in Q4 2023, an estimated $191K.
Wendell David Associates first reported a position in Healthpeak Properties in Q2 2013 and held it in 41 quarters.
Wendell David Associates's Healthpeak Properties position peaked at $810K in Q4 2014.
614 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2023.

Based on Wendell David Associates's 13F filing for Q4 2023, filed 22 Jan 2024.