B. Riley Wealth Management’s Healthpeak Properties DOC Stock Holding History

B. Riley Wealth Management’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	$1.01K	Sell	39,116 -25,280	-39%	-$766K	﹤0.01%	296
2022 Q1	$2.21M	Sell	64,396 -5,029	-7%	-$169K	0.17%	123
2021 Q4	$2.51M	Sell	69,425 -9,160	-12%	-$316K	0.17%	120
2021 Q3	$2.63M	Sell	78,585 -3,048	-4%	-$108K	0.2%	108
2021 Q2	$2.72M	Sell	81,633 -2,639	-3%	-$88.6K	0.3%	83
2021 Q1	$2.67M	Sell	84,272 -6,403	-7%	-$194K	0.31%	82
2020 Q4	$2.74M	Sell	90,675 -1,321	-1%	-$38.4K	0.35%	75
2020 Q3	$2.5M	Sell	91,996 -4,819	-5%	-$132K	0.29%	81
2020 Q2	$2.67M	Buy	96,815 +3,585	+4%	+$91.5K	0.29%	86
2020 Q1	$2.22M	Buy	+93,230	New	+$3.04M	0.23%	103
2015 Q3	–	Sell	-112	Closed	-$3K	–	285
2015 Q2	$3K	Buy	112 +2	+2%	+$73	﹤0.01%	915
2015 Q1	$4K	Sell	110 -328	-75%	-$13.2K	﹤0.01%	880
2014 Q4	$17K	Buy	438 +330	+306%	+$13.1K	0.01%	622
2014 Q3	$3K	Buy	108 +1	+0.9%	+$38	﹤0.01%	949
2014 Q2	$3K	Buy	107 +3	+3%	+$113	﹤0.01%	983
2014 Q1	$4K	Buy	+104	New	+$3.59K	﹤0.01%	904

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

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

Norges Bank Oslo, Norway $935B AUM

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

B. Riley Wealth Management's DOC Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Healthpeak Properties (DOC) stake by 39% in Q2 2022, selling an estimated $766K and leaving 39,116 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

B. Riley Wealth Management first reported a position in DOC in Q1 2014 and has held it in 16 quarters since. The position peaked at $2.74M in Q4 2020. 613 funds tracked by Wall St. Rank hold DOC as of Q2 2022.

B. Riley Wealth Management held 39,116 shares of Healthpeak Properties worth $1.01K as of Q2 2022.
B. Riley Wealth Management sold 25,280 Healthpeak Properties shares in Q2 2022, an estimated $766K.
Healthpeak Properties made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #296 holding.
B. Riley Wealth Management first reported a position in Healthpeak Properties in Q1 2014 and has held it in 16 quarters since.
B. Riley Wealth Management's Healthpeak Properties position peaked at $2.74M in Q4 2020.
613 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.