AWMS
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Advocacy Wealth Management Services’s Healthpeak Properties DOC Stock Holding History

Advocacy Wealth Management Services’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 		– Sell
-11
Closed – – 147
2022
Q1 		$0 Hold
11
– – ﹤0.01% 194
2021
Q4 		$0 Hold
11
– – ﹤0.01% 187
2021
Q3 		$0 Hold
11
– – ﹤0.01% 180
2021
Q2 		$0 Buy
+11
New +$369 ﹤0.01% 199
2016
Q2 		– Sell
-384
Closed -$11K – 410
2016
Q1 		$11K Sell
384
-220
-36% -$6.6K 0.01% 338
2015
Q4 		$21K Buy
+604
New +$20.2K 0.02% 260

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advocacy Wealth Management Services's DOC Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of Healthpeak Properties (DOC) in Q2 2022, closing a stake of 11 shares.

Advocacy Wealth Management Services first reported a position in DOC in Q4 2015 and held it in 6 quarters. The position peaked at $21K in Q4 2015. 614 funds tracked by Wall St. Rank hold DOC as of Q2 2022.

  • Advocacy Wealth Management Services reported no remaining Healthpeak Properties position as of Q2 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 11 Healthpeak Properties shares in Q2 2022.
  • Advocacy Wealth Management Services first reported a position in Healthpeak Properties in Q4 2015 and held it in 6 quarters.
  • Advocacy Wealth Management Services's Healthpeak Properties position peaked at $21K in Q4 2015.
  • 614 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.