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Belpointe Asset Management’s Healthpeak Properties DOC Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-1,587
Closed -$34.9K – 1277
2023
Q1 		$34.9K Sell
1,587
-574
-27% -$14.2K ﹤0.01% 1944
2022
Q4 		$54.2K Buy
+2,161
New +$52.5K ﹤0.01% 1554

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 $3.38T AUM 44.17% 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
RC
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
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Belpointe Asset Management's DOC Position: Q2 2023 in Review

Belpointe Asset Management sold out of Healthpeak Properties (DOC) in Q2 2023, closing a stake of 1,587 shares — an estimated $34.9K sold.

Belpointe Asset Management first reported a position in DOC in Q4 2022 and held it in 2 quarters. The position peaked at $54.2K in Q4 2022. 609 funds tracked by Wall St. Rank hold DOC as of Q2 2023.

  • Belpointe Asset Management reported no remaining Healthpeak Properties position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,587 Healthpeak Properties shares in Q2 2023, an estimated $34.9K.
  • Belpointe Asset Management first reported a position in Healthpeak Properties in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Healthpeak Properties position peaked at $54.2K in Q4 2022.
  • 609 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.