Accel Wealth Management’s Healthpeak Properties DOC Stock Holding History

Accel Wealth 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
2023 Q2	–	Sell	-2,684	Closed	-$59K	–	343
2023 Q1	$59K	Buy	2,684 +460	+21%	+$11.4K	0.02%	441
2022 Q4	$55.8K	Buy	2,224 +13	+0.6%	+$316	0.03%	337
2022 Q3	$53K	Buy	2,211 +6	+0.3%	+$158	0.03%	350
2022 Q2	$58K	Buy	2,205 +6	+0.3%	+$182	0.03%	321
2022 Q1	$77K	Buy	2,199 +127	+6%	+$4.28K	0.04%	289
2021 Q4	$75K	Sell	2,072 -532	-20%	-$18.3K	0.04%	311
2021 Q3	$87K	Buy	2,604 +116	+5%	+$4.11K	0.06%	242
2021 Q2	$83K	Buy	2,488 +2	+0.1%	+$67	0.06%	260
2021 Q1	$79K	Buy	2,486 +1	+0%	+$30	0.06%	247
2020 Q4	$75K	Buy	+2,485	New	+$72.3K	0.07%	237

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

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

CIM

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Accel Wealth Management's DOC Position: Q2 2023 in Review

Accel Wealth Management sold out of Healthpeak Properties (DOC) in Q2 2023, closing a stake of 2,684 shares — an estimated $59K sold.

Accel Wealth Management first reported a position in DOC in Q4 2020 and held it in 10 quarters. The position peaked at $87K in Q3 2021. 609 funds tracked by Wall St. Rank hold DOC as of Q2 2023.

Accel Wealth Management reported no remaining Healthpeak Properties position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 2,684 Healthpeak Properties shares in Q2 2023, an estimated $59K.
Accel Wealth Management first reported a position in Healthpeak Properties in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Healthpeak Properties position peaked at $87K in Q3 2021.
609 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.