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 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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

BDO Wealth Advisors's DOC Position: Q3 2022 in Review

BDO Wealth Advisors sold out of Healthpeak Properties (DOC) in Q3 2022, closing a stake of 127 shares — an estimated $3K sold.

BDO Wealth Advisors first reported a position in DOC in Q1 2020 and held it in 9 quarters. The position peaked at $5K in Q4 2021. 591 funds tracked by Wall St. Rank hold DOC as of Q3 2022.

BDO Wealth Advisors reported no remaining Healthpeak Properties position as of Q3 2022 after selling out during the quarter.
BDO Wealth Advisors sold 127 Healthpeak Properties shares in Q3 2022, an estimated $3K.
BDO Wealth Advisors first reported a position in Healthpeak Properties in Q1 2020 and held it in 9 quarters.
BDO Wealth Advisors's Healthpeak Properties position peaked at $5K in Q4 2021.
591 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2022.

Based on BDO Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.