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Baystate Wealth Management’s Healthpeak Properties DOC Stock Holding History

Baystate 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
2023
Q4 		$17.2K Buy
868
+215
+33% +$3.78K ﹤0.01% 591
2023
Q3 		$12K Buy
+653
New +$13.4K ﹤0.01% 547
2022
Q1 		– Sell
-16
Closed -$1K – 889
2021
Q4 		$1K Hold
16
– – ﹤0.01% 814
2021
Q3 		$1K Hold
16
– – ﹤0.01% 742
2021
Q2 		$1K Hold
16
– – ﹤0.01% 713
2021
Q1 		$1K Buy
+16
New +$486 ﹤0.01% 645
2017
Q3 		– Sell
-30
Closed -$1K – 659
2017
Q2 		$1K Hold
30
– – ﹤0.01% 566
2017
Q1 		$1K Buy
+30
New +$921 ﹤0.01% 529

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 $3.37T AUM 44.26% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baystate Wealth Management's DOC Position: Q4 2023 in Review

Baystate Wealth Management increased its Healthpeak Properties (DOC) stake by 33% in Q4 2023, buying an estimated $3.78K and bringing the position to 868 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Baystate Wealth Management first reported a position in DOC in Q1 2017 and has held it in 8 quarters since. 614 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

  • Baystate Wealth Management held 868 shares of Healthpeak Properties worth $17.2K as of Q4 2023.
  • Baystate Wealth Management bought 215 Healthpeak Properties shares in Q4 2023, an estimated $3.78K.
  • Healthpeak Properties made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #591 holding.
  • Baystate Wealth Management first reported a position in Healthpeak Properties in Q1 2017 and has held it in 8 quarters since.
  • 614 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.