L3VLUP
Quarter end
31 Dec 2023
the date the book describes
Filed
14 Feb 2024
latest of these filings; the earliest 13 Feb 2024
Managers listing it
10
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 9 listed it in both
Shares listed
36,092,932
combined, among listed positions
Reported value
$715m
combined, at the quarter end

Among the 93 comparable managers: 6 buyers (opened or added shares) and 5 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing DOC in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

10 of 10 holders

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
9 in Q3 2024 to 4 in Q2 2026

Tracked managers listing it, at least.

0510152020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
DOC by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20197$1.0bnn.a.n.a.
Q1 202011$647mn.a.n.a.
Q2 20208$671mn.a.n.a.
Q3 20207$790mn.a.n.a.
Q4 20206$347mn.a.n.a.
Q1 20213$215mn.a.n.a.
Q2 20213$71mn.a.n.a.
Q3 20213$86mn.a.n.a.
Q4 20213$94mn.a.n.a.
Q1 20225$507mn.a.n.a.
Q2 20226$498mn.a.n.a.
Q3 20227$481mn.a.n.a.
Q4 202210$822mn.a.n.a.
Q1 202311$902mn.a.n.a.
Q2 202312$858mn.a.n.a.
Q3 202313$809mn.a.n.a.
Q4 202310$715m65
Q1 20249$617m64
Q2 202410$763m84
Q3 20249$754m26
Q4 20245$453m23
Q1 20253$491m30
Q2 20254$398m31
Q3 20254$346m21
Q4 20256$47m218
Q1 20264$420m1120
Q2 20264$507m1911

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

DOC and WELL →DOC and EQIX →DOC and PLD →Choose a stock to compare with DOC →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own DOC, latest filings →Back to the 13F Explorer →