Advisor Partners’s Healthpeak Properties DOC Stock Holding History

Advisor Partners’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
2022 Q2	$234K	Buy	9,032 +1,650	+22%	+$50K	0.02%	723
2022 Q1	$253K	Sell	7,382 -877	-11%	-$29.5K	0.02%	730
2021 Q4	$299K	Buy	8,259 +45	+0.5%	+$1.55K	0.02%	665
2021 Q3	$275K	Sell	8,214 -96	-1%	-$3.4K	0.02%	669
2021 Q2	$277K	Buy	8,310 +477	+6%	+$16K	0.02%	677
2021 Q1	$249K	Sell	7,833 -214	-3%	-$6.5K	0.02%	695
2020 Q4	$243K	Buy	+8,047	New	+$234K	0.02%	645
2020 Q3	–	Sell	-7,329	Closed	-$202K	–	702
2020 Q2	$202K	Sell	7,329 -3,657	-33%	-$93.4K	0.02%	628
2020 Q1	$262K	Sell	10,986 -5,959	-35%	-$194K	0.03%	479
2019 Q4	$603K	Buy	16,945 +191	+1%	+$6.68K	0.06%	305
2019 Q3	$597K	Buy	16,754 +986	+6%	+$33.3K	0.07%	291
2019 Q2	$504K	Sell	15,768 -72	-0.5%	-$2.24K	0.06%	307
2019 Q1	$496K	Buy	15,840 +1,807	+13%	+$55K	0.06%	304
2018 Q4	$392K	Buy	14,033 +669	+5%	+$18.5K	0.06%	339
2018 Q3	$352K	Buy	13,364 +1,500	+13%	+$39.4K	0.05%	394
2018 Q2	$306K	Buy	11,864 +2,038	+21%	+$48.1K	0.05%	409
2018 Q1	$228K	Buy	+9,826	New	+$228K	0.04%	484
2017 Q3	–	Sell	-9,765	Closed	-$312K	–	487
2017 Q2	$312K	Buy	+9,765	New	+$310K	0.07%	328

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 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

Norges Bank Oslo, Norway $1T AUM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisor Partners's DOC Position: Q2 2022 in Review

Advisor Partners increased its Healthpeak Properties (DOC) stake by 22% in Q2 2022, buying an estimated $50K and bringing the position to 9,032 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #723.

Advisor Partners first reported a position in DOC in Q2 2017 and has held it in 18 quarters since. The position peaked at $603K in Q4 2019. 614 funds tracked by Wall St. Rank hold DOC as of Q2 2022.

Advisor Partners held 9,032 shares of Healthpeak Properties worth $234K as of Q2 2022.
Advisor Partners bought 1,650 Healthpeak Properties shares in Q2 2022, an estimated $50K.
Healthpeak Properties made up 0.02% of Advisor Partners's portfolio in Q2 2022, its #723 holding.
Advisor Partners first reported a position in Healthpeak Properties in Q2 2017 and has held it in 18 quarters since.
Advisor Partners's Healthpeak Properties position peaked at $603K in Q4 2019.
614 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.