Cahill Financial Advisors’s Healthpeak Properties DOC Stock Holding History

Cahill Financial 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
2021 Q4	–	Sell	-2,057	Closed	-$69K	–	366
2021 Q3	$69K	Buy	+2,057	New	+$72.8K	0.01%	302
2017 Q4	–	Sell	-7,236	Closed	-$202K	–	139
2017 Q3	$202K	Sell	7,236 -451	-6%	-$13.6K	0.11%	135
2017 Q2	$246K	Sell	7,687 -446	-5%	-$14.1K	0.14%	122
2017 Q1	$255K	Hold	8,133	–	–	0.15%	112
2016 Q4	$242K	Sell	8,133 -1,293	-14%	-$39.4K	0.15%	110
2016 Q3	$326K	Hold	9,426	–	–	0.21%	97
2016 Q2	$304K	Hold	9,426	–	–	0.21%	97
2016 Q1	$280K	Sell	9,426 -2,965	-24%	-$88.9K	0.21%	95
2015 Q4	$432K	Sell	12,391 -702	-5%	-$23.5K	0.35%	72
2015 Q3	$445K	Buy	+13,093	New	+$453K	0.36%	72

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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

Norges Bank Oslo, Norway $1T AUM

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

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

Cahill Financial Advisors's DOC Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Healthpeak Properties (DOC) in Q4 2021, closing a stake of 2,057 shares — an estimated $69K sold.

Cahill Financial Advisors first reported a position in DOC in Q3 2015 and held it in 10 quarters. The position peaked at $445K in Q3 2015. 616 funds tracked by Wall St. Rank hold DOC as of Q4 2021.

Cahill Financial Advisors reported no remaining Healthpeak Properties position as of Q4 2021 after selling out during the quarter.
Cahill Financial Advisors sold 2,057 Healthpeak Properties shares in Q4 2021, an estimated $69K.
Cahill Financial Advisors first reported a position in Healthpeak Properties in Q3 2015 and held it in 10 quarters.
Cahill Financial Advisors's Healthpeak Properties position peaked at $445K in Q3 2015.
616 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.