DOC β€” Healthpeak Properties Inc

Ownership history in Foresight Group Ltd Liability Partnership  Β·  10 quarters on record

This page tracks every 13F SEC filing in which Foresight Group Ltd Liability Partnership reported a position in Healthpeak Properties Inc (DOC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
22.76% (2024 Q4)
πŸ“Š Avg. % of fund
8.47%
πŸ“… First filed
2023 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
10

Position Intelligence

Foresight Group Ltd Liability Partnership Γ— DOC AI Analytics

πŸ“‰ Foresight Group Ltd Liability Partnership underperformed the S&P 500 by –16.8% annually on this DOC position. Timing score: 71% (5/7 decisions correct). Average cost basis: $16.49. Maximum drawdown during holding period: –23.8%.

πŸ“ˆ Position Alpha vs SPY
-16.8%
annualised excess return

❌ Significantly underperformed the S&P 500 by 16.8% ann.
7 quarters analyzed

⏱️ Timing Score
71%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
5 of 7 add/trim decisions correct

πŸ’° Entry Quality
$16.49
-4.2% vs current ($15.79)

Best entry: $16.49 (2024 Q1)  Β·  Worst: $16.61 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–23.8%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
30%
buy-side decisions

3 adds Β· 7 trims. Bought during 1 of 3 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.08% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    DOC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 853,335 -81,620 -8.7% 2.08% $13.8M $15.79
2025 Q3 REDUCED 934,955 -213,982 -18.6% 2.65% $17.8M $18.48
2025 Q2 ADDED 1,148,937 +18,215 +1.6% 2.83% $20.0M $16.61
2025 Q1 REDUCED 1,130,722 -88,666 -7.3% 3.65% $22.8M $18.86
2024 Q4 REDUCED 1,219,388 -232,808 -16.0% 22.76% $146.9M $18.61
2024 Q3 REDUCED 1,452,196 -196,657 -11.9% 3.88% $2.0M $20.72
2024 Q2 REDUCED 1,648,853 -253,712 -13.3% 13.27% $25.1M $17.51
2024 Q1 ADDED 1,902,565 +977,667 +105.7% 15.31% $28.3M $16.49
2023 Q4 REDUCED 924,898 -961,991 -51.0% 4.52% $12.6M β€”
2023 Q4 INITIATED 1,886,889 β€” β€” 13.69% $38.0M β€”

🏒 Other funds also holding DOC

As of 2025 Q4 β€” sorted by position size

Presima Securities ULC 3Y 7Y 3.47% EQUITY INVESTMENT CORP 3Y 7Y 2.28% Vert Asset Management LLC 3Y 1.84% FULLER & THALER ASSET MANAGEMENT, INC. 3Y 7Y 1.64% Cullen Capital Management, LLC 3Y 7Y 1.62% PGGM Investments 3Y 7Y 1.45% CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 3Y 7Y 1.34% WOLFF WIESE MAGANA LLC 3Y 1.23% Gillson Capital LP 3Y 7Y 1.08% Clean Yield Group 3Y 7Y 0.94%
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