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Carl Stuart Investment Advisor’s Healthpeak Properties DOC Stock Holding History

Carl Stuart Investment Advisor’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
Q2 		– Sell
-920
Closed -$316K – 42
2022
Q1 		$316K Buy
+920
New +$31K 0.02% 82

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carl Stuart Investment Advisor's DOC Position: Q2 2022 in Review

Carl Stuart Investment Advisor sold out of Healthpeak Properties (DOC) in Q2 2022, closing a stake of 920 shares — an estimated $316K sold.

Carl Stuart Investment Advisor first reported a position in DOC in Q1 2022 and held it in 1 quarter. The position peaked at $316K in Q1 2022. 613 funds tracked by Wall St. Rank hold DOC as of Q2 2022.

  • Carl Stuart Investment Advisor reported no remaining Healthpeak Properties position as of Q2 2022 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 920 Healthpeak Properties shares in Q2 2022, an estimated $316K.
  • Carl Stuart Investment Advisor first reported a position in Healthpeak Properties in Q1 2022 and held it in 1 quarter.
  • Carl Stuart Investment Advisor's Healthpeak Properties position peaked at $316K in Q1 2022.
  • 613 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2022.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2022, filed 11 Aug 2022.