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Barry Investment Advisors’s Healthpeak Properties DOC Stock Holding History

Barry Investment 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
Q2 		– Sell
-19,605
Closed -$368K – 119
2024
Q1 		$368K Buy
+19,605
New +$356K 0.12% 84

Other funds holding DOC

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Barry Investment Advisors's DOC Position: Q2 2024 in Review

Barry Investment Advisors sold out of Healthpeak Properties (DOC) in Q2 2024, closing a stake of 19,605 shares — an estimated $368K sold.

Barry Investment Advisors first reported a position in DOC in Q1 2024 and held it in 1 quarter. The position peaked at $368K in Q1 2024. 707 funds tracked by Wall St. Rank hold DOC as of Q2 2024.

  • Barry Investment Advisors reported no remaining Healthpeak Properties position as of Q2 2024 after selling out during the quarter.
  • Barry Investment Advisors sold 19,605 Healthpeak Properties shares in Q2 2024, an estimated $368K.
  • Barry Investment Advisors first reported a position in Healthpeak Properties in Q1 2024 and held it in 1 quarter.
  • Barry Investment Advisors's Healthpeak Properties position peaked at $368K in Q1 2024.
  • 707 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2024.

Based on Barry Investment Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.