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Advisor Partners II’s Healthpeak Properties DOC Stock Holding History

Advisor Partners II’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
Q3 		$212K Buy
+11,564
New +$237K 0.01% 1144
2023
Q1 		– Sell
-11,464
Closed -$287K – 1016
2022
Q4 		$287K Buy
+11,464
New +$279K 0.02% 705

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Advisor Partners II's DOC Position: Q3 2023 in Review

Advisor Partners II opened a new position in Healthpeak Properties (DOC) in Q3 2023: 11,564 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #1144 among its holdings. This is a return to the name: Advisor Partners II previously reported a position in DOC as recently as Q4 2022.

Advisor Partners II first reported a position in DOC in Q4 2022 and has held it in 2 quarters since. The position peaked at $287K in Q4 2022. 585 funds tracked by Wall St. Rank hold DOC as of Q3 2023.

  • Advisor Partners II held 11,564 shares of Healthpeak Properties worth $212K as of Q3 2023.
  • Healthpeak Properties was a new Advisor Partners II position in Q3 2023.
  • Healthpeak Properties made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #1144 holding.
  • Advisor Partners II first reported a position in Healthpeak Properties in Q4 2022 and has held it in 2 quarters since.
  • Advisor Partners II's Healthpeak Properties position peaked at $287K in Q4 2022.
  • 585 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.