BWA
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BDO Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

BDO Wealth 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
2022
Q3 		– Sell
-127
Closed -$3K – 1053
2022
Q2 		$3K Hold
127
– – ﹤0.01% 843
2022
Q1 		$4K Hold
127
– – ﹤0.01% 848
2021
Q4 		$5K Hold
127
– – ﹤0.01% 821
2021
Q3 		$4K Hold
127
– – ﹤0.01% 858
2021
Q2 		$4K Hold
127
– – ﹤0.01% 891
2021
Q1 		$4K Hold
127
– – ﹤0.01% 878
2020
Q4 		$4K Hold
127
– – ﹤0.01% 659
2020
Q3 		$3K Buy
+127
New +$3.48K ﹤0.01% 619
2020
Q2 		– Sell
-74
Closed -$2K – 710
2020
Q1 		$2K Buy
+74
New +$2.41K ﹤0.01% 666

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return