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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 -$31.6K – 42
2022
Q1 		$31.6K 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 $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $31.6K sold.

Carl Stuart Investment Advisor first reported a position in DOC in Q1 2022 and held it in 1 quarter. The position peaked at $31.6K in Q1 2022. 614 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 $31.6K.
  • 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 $31.6K in Q1 2022.
  • 614 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.