de Creative Planning Healthpeak Properties DOC Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 11.4 M | Comprar |
531,278
+122,973
| +30% | +USD 2.29 M | 0.01% | 794 |
|
|
2026
Q1 | USD 6.71 M | Comprar |
408,305
+263,710
| +182% | +USD 4.52 M | ﹤0.01% | 972 |
|
|
2025
Q4 | USD 2.33 M | Vender |
144,595
-58,779
| -29% | -USD 1.04 M | ﹤0.01% | 1604 |
|
|
2025
Q3 | USD 3.89 M | Comprar |
203,374
+46,252
| +29% | +USD 829 k | ﹤0.01% | 1028 |
|
|
2025
Q2 | USD 2.75 M | Vender |
157,122
-24,615
| -14% | -USD 437 k | ﹤0.01% | 1091 |
|
|
2025
Q1 | USD 3.67 M | Vender |
181,737
-2,045
| -1% | -USD 41.4 k | ﹤0.01% | 831 |
|
|
2024
Q4 | USD 3.73 M | Vender |
183,782
-8,155
| -4% | -USD 177 k | ﹤0.01% | 794 |
|
|
2024
Q3 | USD 4.39 M | Comprar |
191,937
+27,089
| +16% | +USD 584 k | ﹤0.01% | 685 |
|
|
2024
Q2 | USD 3.23 M | Comprar |
164,848
+34,062
| +26% | +USD 651 k | ﹤0.01% | 792 |
|
|
2024
Q1 | USD 2.45 M | Comprar |
130,786
+35,230
| +37% | +USD 640 k | ﹤0.01% | 884 |
|
|
2023
Q4 | USD 1.89 M | Comprar |
95,556
+32,904
| +53% | +USD 579 k | ﹤0.01% | 941 |
|
|
2023
Q3 | USD 1.15 M | Comprar |
62,652
+3,602
| +6% | +USD 74 k | ﹤0.01% | 1103 |
|
|
2023
Q2 | USD 1.19 M | Comprar |
59,050
+16,074
| +37% | +USD 334 k | ﹤0.01% | 1052 |
|
|
2023
Q1 | USD 944 k | Vender |
42,976
-4,044
| -9% | -USD 100 k | ﹤0.01% | 1111 |
|
|
2022
Q4 | USD 1.18 M | Vender |
47,020
-1,795
| -4% | -USD 43.6 k | ﹤0.01% | 960 |
|
|
2022
Q3 | USD 1.12 M | Comprar |
48,815
+1,614
| +3% | +USD 42.6 k | ﹤0.01% | 921 |
|
|
2022
Q2 | USD 1.22 M | Vender |
47,201
-28
| -0.1% | -USD 848 | ﹤0.01% | 886 |
|
|
2022
Q1 | USD 1.62 M | Vender |
47,229
-3,231
| -6% | -USD 109 k | ﹤0.01% | 789 |
|
|
2021
Q4 | USD 1.82 M | Comprar |
50,460
+1,383
| +3% | +USD 47.7 k | ﹤0.01% | 715 |
|
|
2021
Q3 | USD 1.64 M | Comprar |
49,077
+3,990
| +9% | +USD 141 k | ﹤0.01% | 743 |
|
|
2021
Q2 | USD 1.5 M | Comprar |
45,087
+4,727
| +12% | +USD 159 k | ﹤0.01% | 781 |
|
|
2021
Q1 | USD 1.28 M | Vender |
40,360
-2,419
| -6% | -USD 73.5 k | ﹤0.01% | 911 |
|
|
2020
Q4 | USD 1.29 M | Vender |
42,779
-2,361
| -5% | -USD 68.7 k | ﹤0.01% | 841 |
|
|
2020
Q3 | USD 1.23 M | Vender |
45,140
-760
| -2% | -USD 20.8 k | ﹤0.01% | 727 |
|
|
2020
Q2 | USD 1.26 M | Comprar |
45,900
+2,211
| +5% | +USD 56.4 k | ﹤0.01% | 654 |
|
|
2020
Q1 | USD 1.04 M | Vender |
43,689
-1,926
| -4% | -USD 62.8 k | ﹤0.01% | 629 |
|
|
2019
Q4 | USD 1.57 M | Comprar |
45,615
+486
| +1% | +USD 17 k | ﹤0.01% | 602 |
|
|
2019
Q3 | USD 1.61 M | Vender |
45,129
-2,705
| -6% | -USD 91.3 k | 0.01% | 564 |
|
|
2019
Q2 | USD 1.53 M | Vender |
47,834
-236
| -0.5% | -USD 7.34 k | 0.01% | 584 |
|
|
2019
Q1 | USD 1.5 M | Vender |
48,070
-1,331
| -3% | -USD 40.5 k | 0.01% | 569 |
|
|
2018
Q4 | USD 1.38 M | Comprar |
49,401
+2,253
| +5% | +USD 62.4 k | 0.01% | 536 |
|
|
2018
Q3 | USD 1.24 M | Comprar |
47,148
+350
| +0.7% | +USD 9.2 k | ﹤0.01% | 668 |
|
|
2018
Q2 | USD 1.21 M | Vender |
46,798
-31,799
| -40% | -USD 750 k | ﹤0.01% | 650 |
|
|
2018
Q1 | USD 1.83 M | Vender |
78,597
-2,497
| -3% | -USD 58 k | 0.01% | 490 |
|
|
2017
Q4 | USD 2.12 M | Comprar |
81,094
+20,985
| +35% | +USD 556 k | 0.01% | 442 |
|
|
2017
Q3 | USD 1.67 M | Vender |
60,109
-27,860
| -32% | -USD 838 k | 0.01% | 521 |
|
|
2017
Q2 | USD 2.81 M | Comprar |
87,969
+14,645
| +20% | +USD 464 k | 0.01% | 343 |
|
|
2017
Q1 | USD 2.29 M | Vender |
73,324
-7,395
| -9% | -USD 227 k | 0.01% | 380 |
|
|
2016
Q4 | USD 2.4 M | Vender |
80,719
-23,984
| -23% | -USD 731 k | 0.01% | 359 |
|
|
2016
Q3 | USD 3.62 M | Comprar |
104,703
+72,915
| +229% | +USD 2.55 M | 0.02% | 245 |
|
|
2016
Q2 | USD 1.02 M | Comprar |
31,788
+4,416
| +16% | +USD 137 k | 0.01% | 514 |
|
|
2016
Q1 | USD 812 k | Vender |
27,372
-629
| -2% | -USD 18.9 k | 0.01% | 564 |
|
|
2015
Q4 | USD 975 k | Comprar |
28,001
+5,443
| +24% | +USD 182 k | 0.01% | 515 |
|
|
2015
Q3 | USD 765 k | Vender |
22,558
-6,385
| -22% | -USD 221 k | 0.01% | 568 |
|
|
2015
Q2 | USD 961 k | Comprar |
28,943
+3,505
| +14% | +USD 128 k | 0.01% | 483 |
|
|
2015
Q1 | USD 1 M | Comprar |
25,438
+8,134
| +47% | +USD 327 k | 0.01% | 461 |
|
|
2014
Q4 | USD 694 k | Comprar |
17,304
+2,097
| +14% | +USD 83.2 k | 0.01% | 573 |
|
|
2014
Q3 | USD 550 k | Comprar |
15,207
+1,178
| +8% | +USD 44.7 k | 0.01% | 618 |
|
|
2014
Q2 | USD 529 k | Vender |
14,029
-504
| -3% | -USD 19 k | 0.01% | 629 |
|
|
2014
Q1 | USD 513 k | Vender |
14,533
-265
| -2% | -USD 9.15 k | 0.01% | 605 |
|
|
2013
Q4 | USD 489 k | Comprar |
14,798
+7,243
| +96% | +USD 258 k | 0.01% | 524 |
|
|
2013
Q3 | USD 282 k | Comprar |
7,555
+3,704
| +96% | +USD 144 k | 0.01% | 627 |
|
|
2013
Q2 | USD 159 k | Comprar |
+3,851
| Nuevas | +USD 176 k | ﹤0.01% | 754 |
|
Otros fondos que tienen DOC en su cartera
Posición de Creative Planning en DOC: resumen de T2 2026
Creative Planning aumentó su participación en Healthpeak Properties (DOC) en 30% durante T2 2026, al comprar aproximadamente USD 2.29 M y elevar la posición a 531,278 acciones con un valor de USD 11.4 M. La posición representa 0.01% de la cartera y ocupa el puesto #794.
Creative Planning reportó por primera vez una posición en DOC en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 765 fondos que sigue Wall St. Rank mantienen una posición en DOC.
- Al cierre de T2 2026, Creative Planning tenía 531,278 acciones de Healthpeak Properties con un valor de USD 11.4 M.
- Creative Planning compró 122,973 acciones de Healthpeak Properties en T2 2026, por un monto estimado de USD 2.29 M.
- Healthpeak Properties representó 0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 794.
- Creative Planning reportó por primera vez una posición en Healthpeak Properties en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 765 fondos que sigue Wall St. Rank tenían Healthpeak Properties en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.