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Zevin Asset Management’s Healthpeak Properties DOC Stock Holding History

Zevin Asset Management’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
Q2 		– Sell
-104,664
Closed -$1.96M – 80
2024
Q1 		$1.96M Buy
104,664
+11,899
+13% +$216K 0.33% 46
2023
Q4 		$1.84M Buy
92,765
+47,680
+106% +$839K 0.33% 48
2023
Q3 		$828K Buy
45,085
+5,379
+14% +$110K 0.17% 53
2023
Q2 		$798K Buy
39,706
+3,900
+11% +$81K 0.16% 50
2023
Q1 		$787K Buy
35,806
+1,564
+5% +$38.8K 0.16% 51
2022
Q4 		$858K Sell
34,242
-895
-3% -$21.8K 0.19% 49
2022
Q3 		$805K Buy
35,137
+6,893
+24% +$182K 0.19% 49
2022
Q2 		$732K Buy
28,244
+282
+1% +$8.54K 0.17% 49
2022
Q1 		$960K Sell
27,962
-55
-0.2% -$1.85K 0.18% 51
2021
Q4 		$1.01M Buy
28,017
+2,941
+12% +$101K 0.18% 52
2021
Q3 		$840K Buy
25,076
+4,313
+21% +$153K 0.16% 53
2021
Q2 		$691K Buy
20,763
+3,169
+18% +$106K 0.14% 53
2021
Q1 		$558K Buy
17,594
+5,029
+40% +$153K 0.12% 56
2020
Q4 		$380K Buy
12,565
+1,327
+12% +$38.6K 0.09% 64
2020
Q3 		$305K Buy
11,238
+888
+9% +$24.3K 0.08% 67
2020
Q2 		$285K Buy
+10,350
New +$264K 0.09% 64
2020
Q1 		– Sell
-111,428
Closed -$3.84M – 83
2019
Q4 		$3.84M Buy
111,428
+3,086
+3% +$108K 1.18% 30
2019
Q3 		$3.86M Sell
108,342
-1,979
-2% -$66.8K 1.24% 29
2019
Q2 		$3.53M Sell
110,321
-850
-0.8% -$26.4K 1.14% 29
2019
Q1 		$3.48M Sell
111,171
-16,225
-13% -$494K 1.14% 29
2018
Q4 		$3.56M Buy
127,396
+34,597
+37% +$958K 1.29% 28
2018
Q3 		$2.44M Buy
92,799
+685
+0.7% +$18K 0.71% 43
2018
Q2 		$2.38M Buy
92,114
+10,961
+14% +$258K 0.71% 44
2018
Q1 		$1.89M Sell
81,153
-2,725
-3% -$63.3K 0.49% 48
2017
Q4 		$2.19M Sell
83,878
-69,782
-45% -$1.85M 0.5% 50
2017
Q3 		$4.28M Buy
+153,660
New +$4.62M 1% 34

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Zevin Asset Management's DOC Position: Q2 2024 in Review

Zevin Asset Management sold out of Healthpeak Properties (DOC) in Q2 2024, closing a stake of 104,664 shares — an estimated $1.96M sold.

Zevin Asset Management first reported a position in DOC in Q3 2017 and held it in 26 quarters. The position peaked at $4.28M in Q3 2017. 707 funds tracked by Wall St. Rank hold DOC as of Q2 2024.

  • Zevin Asset Management reported no remaining Healthpeak Properties position as of Q2 2024 after selling out during the quarter.
  • Zevin Asset Management sold 104,664 Healthpeak Properties shares in Q2 2024, an estimated $1.96M.
  • Zevin Asset Management first reported a position in Healthpeak Properties in Q3 2017 and held it in 26 quarters.
  • Zevin Asset Management's Healthpeak Properties position peaked at $4.28M in Q3 2017.
  • 707 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2024.

Based on Zevin Asset Management's 13F filing for Q2 2024, filed 29 Jul 2024.