ACA
DOC icon

Atlas Capital Advisors’s Healthpeak Properties DOC Stock Holding History

Atlas Capital 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
2024
Q1 		– Sell
-7
Closed -$138 – 910
2023
Q4 		$138 Hold
7
– – ﹤0.01% 884
2023
Q3 		$128 Hold
7
– – ﹤0.01% 863
2023
Q2 		$140 Hold
7
– – ﹤0.01% 884
2023
Q1 		$153 Hold
7
– – ﹤0.01% 892
2022
Q4 		$175 Hold
7
– – ﹤0.01% 885
2022
Q3 		$160 Hold
7
– – ﹤0.01% 903
2022
Q2 		$181 Hold
7
– – ﹤0.01% 963
2022
Q1 		$240 Hold
7
– – ﹤0.01% 896
2021
Q4 		$252 Hold
7
– – ﹤0.01% 915
2021
Q3 		$234 Hold
7
– – ﹤0.01% 930
2021
Q2 		$233 Buy
+7
New +$235 ﹤0.01% 938

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Atlas Capital Advisors's DOC Position: Q1 2024 in Review

Atlas Capital Advisors sold out of Healthpeak Properties (DOC) in Q1 2024, closing a stake of 7 shares — an estimated $138 sold.

Atlas Capital Advisors first reported a position in DOC in Q2 2021 and held it in 11 quarters. The position peaked at $252 in Q4 2021. 678 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Atlas Capital Advisors reported no remaining Healthpeak Properties position as of Q1 2024 after selling out during the quarter.
  • Atlas Capital Advisors sold 7 Healthpeak Properties shares in Q1 2024, an estimated $138.
  • Atlas Capital Advisors first reported a position in Healthpeak Properties in Q2 2021 and held it in 11 quarters.
  • Atlas Capital Advisors's Healthpeak Properties position peaked at $252 in Q4 2021.
  • 678 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2024.

Based on Atlas Capital Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.