Capital Asset Advisory Services’s Healthpeak Properties DOC Stock Holding History

Capital Asset Advisory Services’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
2022 Q3	–	Sell	-12,450	Closed	-$323K	–	491
2022 Q2	$323K	Buy	12,450 +652	+6%	+$19.8K	0.04%	297
2022 Q1	$405K	Buy	+11,798	New	+$397K	0.04%	280
2021 Q1	–	Sell	-844	Closed	-$26K	–	880
2020 Q4	$26K	Buy	+844	New	+$24.6K	﹤0.01%	783

Other funds holding DOC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Capital Asset Advisory Services's DOC Position: Q3 2022 in Review

Capital Asset Advisory Services sold out of Healthpeak Properties (DOC) in Q3 2022, closing a stake of 12,450 shares — an estimated $323K sold.

Capital Asset Advisory Services first reported a position in DOC in Q4 2020 and held it in 3 quarters. The position peaked at $405K in Q1 2022. 591 funds tracked by Wall St. Rank hold DOC as of Q3 2022.

Capital Asset Advisory Services reported no remaining Healthpeak Properties position as of Q3 2022 after selling out during the quarter.
Capital Asset Advisory Services sold 12,450 Healthpeak Properties shares in Q3 2022, an estimated $323K.
Capital Asset Advisory Services first reported a position in Healthpeak Properties in Q4 2020 and held it in 3 quarters.
Capital Asset Advisory Services's Healthpeak Properties position peaked at $405K in Q1 2022.
591 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2022.

Based on Capital Asset Advisory Services's 13F filing for Q3 2022, filed 14 Nov 2022.