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Beverly Hills Private Wealth’s Healthpeak Properties DOC Stock Holding History

Beverly Hills Private Wealth’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
Q3 		– Sell
-9,528
Closed -$202K – 305
2023
Q2 		$202K Buy
+9,528
New +$198K 0.03% 308

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Beverly Hills Private Wealth's DOC Position: Q3 2023 in Review

Beverly Hills Private Wealth sold out of Healthpeak Properties (DOC) in Q3 2023, closing a stake of 9,528 shares — an estimated $202K sold.

Beverly Hills Private Wealth first reported a position in DOC in Q2 2023 and held it in 1 quarter. The position peaked at $202K in Q2 2023. 585 funds tracked by Wall St. Rank hold DOC as of Q3 2023.

  • Beverly Hills Private Wealth reported no remaining Healthpeak Properties position as of Q3 2023 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 9,528 Healthpeak Properties shares in Q3 2023, an estimated $202K.
  • Beverly Hills Private Wealth first reported a position in Healthpeak Properties in Q2 2023 and held it in 1 quarter.
  • Beverly Hills Private Wealth's Healthpeak Properties position peaked at $202K in Q2 2023.
  • 585 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2023.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2023, filed 8 Nov 2023.