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BerganKDV Wealth Management’s Healthpeak Properties DOC Stock Holding History

BerganKDV 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
Q2 		$9.29K Sell
462
-1
-0.2% -$21 ﹤0.01% 562
2023
Q1 		$10.2K Hold
463
– – ﹤0.01% 603
2022
Q4 		$11.6K Sell
463
-224
-33% -$5.45K ﹤0.01% 559
2022
Q3 		$16K Buy
687
+101
+17% +$2.67K ﹤0.01% 513
2022
Q2 		$15K Buy
586
+401
+217% +$12.2K ﹤0.01% 521
2022
Q1 		$6K Buy
185
+1
+0.5% +$34 ﹤0.01% 689
2021
Q4 		$7K Sell
184
-2,577
-93% -$88.9K ﹤0.01% 724
2021
Q3 		$92K Sell
2,761
-370
-12% -$13.1K 0.01% 334
2021
Q2 		$104K Buy
3,131
+1
+0% +$34 0.01% 309
2021
Q1 		$99K Buy
3,130
+1
+0% +$30 0.01% 297
2020
Q4 		$95K Sell
3,129
-3
-0.1% -$87 0.01% 283
2020
Q3 		$85K Hold
3,132
– – 0.01% 281
2020
Q2 		$86K Sell
3,132
-1,384
-31% -$35.3K 0.01% 285
2020
Q1 		$108K Sell
4,516
-45,934
-91% -$1.5M 0.02% 251
2019
Q4 		$1.74M Sell
50,450
-1,886
-4% -$66K 0.31% 74
2019
Q3 		$1.86M Sell
52,336
-11,682
-18% -$394K 0.37% 62
2019
Q2 		$2.05M Sell
64,018
-5,319
-8% -$165K 0.4% 55
2019
Q1 		$2.17M Buy
69,337
+2,833
+4% +$86.3K 0.44% 46
2018
Q4 		$1.86M Buy
66,504
+671
+1% +$18.6K 0.43% 45
2018
Q3 		$1.73M Sell
65,833
-3,107
-5% -$81.7K 0.37% 52
2018
Q2 		$1.78M Buy
68,940
+5,158
+8% +$122K 0.4% 47
2018
Q1 		$1.48M Buy
63,782
+11,985
+23% +$278K 0.41% 51
2017
Q4 		$1.35M Buy
51,797
+2,110
+4% +$55.9K 0.32% 61
2017
Q3 		$1.38M Sell
49,687
-663
-1% -$19.9K 0.35% 56
2017
Q2 		$1.61M Buy
50,350
+3,449
+7% +$109K 0.46% 41
2017
Q1 		$1.47M Buy
46,901
+9,197
+24% +$282K 0.44% 45
2016
Q4 		$1.12M Sell
37,704
-5,033
-12% -$153K 0.37% 52
2016
Q3 		$1.48M Sell
42,737
-4,246
-9% -$149K 0.51% 37
2016
Q2 		$1.51M Buy
46,983
+9,716
+26% +$302K 0.65% 36
2016
Q1 		$1.11M Buy
+37,267
New +$1.12M 0.66% 47

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
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

BerganKDV Wealth Management's DOC Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Healthpeak Properties (DOC) stake by 0.22% in Q2 2023, selling an estimated $21 and leaving 462 shares worth $9.29K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

BerganKDV Wealth Management first reported a position in DOC in Q1 2016 and has held it in 30 quarters since. The position peaked at $2.17M in Q1 2019. 609 funds tracked by Wall St. Rank hold DOC as of Q2 2023.

  • BerganKDV Wealth Management held 462 shares of Healthpeak Properties worth $9.29K as of Q2 2023.
  • BerganKDV Wealth Management sold 1 Healthpeak Properties share in Q2 2023, an estimated $21.
  • Healthpeak Properties made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #562 holding.
  • BerganKDV Wealth Management first reported a position in Healthpeak Properties in Q1 2016 and has held it in 30 quarters since.
  • BerganKDV Wealth Management's Healthpeak Properties position peaked at $2.17M in Q1 2019.
  • 609 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.