AWM
DOC icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return