Bartlett & Co’s Healthpeak Properties DOC Stock Holding History

Bartlett & Co’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
2023 Q2	–	Sell	-645	Closed	-$14K	–	1129
2023 Q1	$14K	Hold	645	–	–	﹤0.01%	769
2022 Q4	$16K	Hold	645	–	–	﹤0.01%	755
2022 Q3	$15K	Hold	645	–	–	﹤0.01%	750
2022 Q2	$17K	Buy	+645	New	+$19.5K	﹤0.01%	758
2020 Q3	–	Sell	-528	Closed	-$15K	–	832
2020 Q2	$15K	Hold	528	–	–	﹤0.01%	637
2020 Q1	$13K	Buy	+528	New	+$17.2K	﹤0.01%	624
2019 Q3	$36K	Buy	+1,000	New	+$33.8K	﹤0.01%	584
2018 Q2	–	Sell	-104	Closed	-$2K	–	701
2018 Q1	$2K	Sell	104 -163	-61%	-$3.79K	﹤0.01%	690
2017 Q4	$7K	Buy	+267	New	+$7.08K	﹤0.01%	606
2016 Q2	–	Sell	-329	Closed	-$10K	–	731
2016 Q1	$10K	Hold	329	–	–	﹤0.01%	598
2015 Q4	$11K	Hold	329	–	–	﹤0.01%	604
2015 Q3	$11K	Hold	329	–	–	﹤0.01%	596
2015 Q2	$11K	Hold	329	–	–	﹤0.01%	610
2015 Q1	$13K	Hold	329	–	–	﹤0.01%	588
2014 Q4	$13K	Buy	+329	New	+$13.1K	﹤0.01%	591
2013 Q3	–	Sell	-355	Closed	-$15K	–	831
2013 Q2	$15K	Buy	+355	New	+$16.2K	﹤0.01%	555

Other funds holding DOC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bartlett & Co's DOC Position: Q2 2023 in Review

Bartlett & Co sold out of Healthpeak Properties (DOC) in Q2 2023, closing a stake of 645 shares — an estimated $14K sold.

Bartlett & Co first reported a position in DOC in Q2 2013 and held it in 16 quarters. The position peaked at $36K in Q3 2019. 609 funds tracked by Wall St. Rank hold DOC as of Q2 2023.

Bartlett & Co reported no remaining Healthpeak Properties position as of Q2 2023 after selling out during the quarter.
Bartlett & Co sold 645 Healthpeak Properties shares in Q2 2023, an estimated $14K.
Bartlett & Co first reported a position in Healthpeak Properties in Q2 2013 and held it in 16 quarters.
Bartlett & Co's Healthpeak Properties position peaked at $36K in Q3 2019.
609 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2023.

Based on Bartlett & Co's 13F filing for Q2 2023, filed 14 Jul 2023.