Amplius Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Amplius Wealth Advisors’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 Q1	–	Sell	-432	Closed	-$15K	–	355
2021 Q4	$15K	Buy	+432	New	+$14.9K	﹤0.01%	516

Other funds holding DOC

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Amplius Wealth Advisors's DOC Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Healthpeak Properties (DOC) in Q1 2022, closing a stake of 432 shares — an estimated $15K sold.

Amplius Wealth Advisors first reported a position in DOC in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 630 funds tracked by Wall St. Rank hold DOC as of Q1 2022.

Amplius Wealth Advisors reported no remaining Healthpeak Properties position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 432 Healthpeak Properties shares in Q1 2022, an estimated $15K.
Amplius Wealth Advisors first reported a position in Healthpeak Properties in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Healthpeak Properties position peaked at $15K in Q4 2021.
630 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.