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Canvas Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Canvas 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
2024
Q1 		– Sell
-12,918
Closed -$269K – 151
2023
Q4 		$269K Sell
12,918
-6,102
-32% -$107K 0.1% 106
2023
Q3 		$316K Sell
19,020
-1,514
-7% -$31.1K 0.13% 90
2023
Q2 		$454K Buy
+20,534
New +$426K 0.17% 73

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Canvas Wealth Advisors's DOC Position: Q1 2024 in Review

Canvas Wealth Advisors sold out of Healthpeak Properties (DOC) in Q1 2024, closing a stake of 12,918 shares — an estimated $269K sold.

Canvas Wealth Advisors first reported a position in DOC in Q2 2023 and held it in 3 quarters. The position peaked at $454K in Q2 2023. 678 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Canvas Wealth Advisors reported no remaining Healthpeak Properties position as of Q1 2024 after selling out during the quarter.
  • Canvas Wealth Advisors sold 12,918 Healthpeak Properties shares in Q1 2024, an estimated $269K.
  • Canvas Wealth Advisors first reported a position in Healthpeak Properties in Q2 2023 and held it in 3 quarters.
  • Canvas Wealth Advisors's Healthpeak Properties position peaked at $454K in Q2 2023.
  • 678 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2024.

Based on Canvas Wealth Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.