AFS
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Annapolis Financial Services’s Healthpeak Properties DOC Stock Holding History

Annapolis Financial 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
Q4 		– Sell
-640
Closed -$15K – 462
2022
Q3 		$15K Buy
+640
New +$16.9K 0.01% 288

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BlackRock
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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Annapolis Financial Services's DOC Position: Q4 2022 in Review

Annapolis Financial Services sold out of Healthpeak Properties (DOC) in Q4 2022, closing a stake of 640 shares — an estimated $15K sold.

Annapolis Financial Services first reported a position in DOC in Q3 2022 and held it in 1 quarter. The position peaked at $15K in Q3 2022. 612 funds tracked by Wall St. Rank hold DOC as of Q4 2022.

  • Annapolis Financial Services reported no remaining Healthpeak Properties position as of Q4 2022 after selling out during the quarter.
  • Annapolis Financial Services sold 640 Healthpeak Properties shares in Q4 2022, an estimated $15K.
  • Annapolis Financial Services first reported a position in Healthpeak Properties in Q3 2022 and held it in 1 quarter.
  • Annapolis Financial Services's Healthpeak Properties position peaked at $15K in Q3 2022.
  • 612 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2022.

Based on Annapolis Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.