BWS
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BCR Wealth Strategies’s Healthpeak Properties DOC Stock Holding History

BCR Wealth Strategies’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
Q4 		– Sell
-240
Closed -$6K – 41
2022
Q3 		$6K Hold
240
– – 0.01% 67
2022
Q2 		$6K Hold
240
– – 0.01% 70
2022
Q1 		$8K Sell
240
-240
-50% -$8.08K 0.01% 71
2021
Q4 		$17K Buy
+480
New +$16.6K 0.02% 63

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCR Wealth Strategies's DOC Position: Q4 2022 in Review

BCR Wealth Strategies sold out of Healthpeak Properties (DOC) in Q4 2022, closing a stake of 240 shares — an estimated $6K sold.

BCR Wealth Strategies first reported a position in DOC in Q4 2021 and held it in 4 quarters. The position peaked at $17K in Q4 2021. 612 funds tracked by Wall St. Rank hold DOC as of Q4 2022.

  • BCR Wealth Strategies reported no remaining Healthpeak Properties position as of Q4 2022 after selling out during the quarter.
  • BCR Wealth Strategies sold 240 Healthpeak Properties shares in Q4 2022, an estimated $6K.
  • BCR Wealth Strategies first reported a position in Healthpeak Properties in Q4 2021 and held it in 4 quarters.
  • BCR Wealth Strategies's Healthpeak Properties position peaked at $17K in Q4 2021.
  • 612 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2022.

Based on BCR Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.