CFA
DOC icon

Carroll Financial Associates’s Healthpeak Properties DOC Stock Holding History

Carroll Financial Associates’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 		$43K Buy
1,231
+43
+4% +$1.48K ﹤0.01% 761
2021
Q3 		$39K Sell
1,188
-300
-20% -$10.6K ﹤0.01% 808
2021
Q2 		$49K Buy
1,488
+28
+2% +$940 ﹤0.01% 817
2021
Q1 		$46K Hold
1,460
– – ﹤0.01% 789
2020
Q4 		$44K Sell
1,460
-140
-9% -$4.07K ﹤0.01% 733
2020
Q3 		$43K Hold
1,600
– – ﹤0.01% 693
2020
Q2 		$44K Hold
1,600
– – ﹤0.01% 686
2020
Q1 		$38K Hold
1,600
– – ﹤0.01% 635
2019
Q4 		$55K Hold
1,600
– – ﹤0.01% 628
2019
Q3 		$57K Sell
1,600
-2
-0.1% -$68 0.01% 608
2019
Q2 		$51K Buy
1,602
+2
+0.1% +$62 ﹤0.01% 610
2019
Q1 		$50K Sell
1,600
-46
-3% -$1.4K ﹤0.01% 564
2018
Q4 		$46K Sell
1,646
-500
-23% -$13.8K 0.01% 501
2018
Q3 		$56K Hold
2,146
– – 0.01% 483
2018
Q2 		$55K Hold
2,146
– – 0.01% 479
2018
Q1 		$49K Buy
2,146
+346
+19% +$8.04K 0.01% 492
2017
Q4 		$46K Hold
1,800
– – 0.01% 500
2017
Q3 		$48K Hold
1,800
– – 0.01% 498
2017
Q2 		$57K Hold
1,800
– – 0.01% 469
2017
Q1 		$56K Hold
1,800
– – 0.01% 455
2016
Q4 		$53K Sell
1,800
-303
-14% -$9.24K 0.01% 449
2016
Q3 		$72K Buy
2,103
+659
+46% +$23.1K 0.01% 400
2016
Q2 		$46K Sell
1,444
-53
-4% -$1.65K 0.01% 460
2016
Q1 		$44K Sell
1,497
-35
-2% -$1.05K 0.01% 448
2015
Q4 		$53K Sell
1,532
-1
-0.1% -$33 0.01% 389
2015
Q3 		$55K Buy
1,533
+53
+4% +$1.83K 0.01% 371
2015
Q2 		$49K Hold
1,480
– – 0.01% 380
2015
Q1 		$58K Hold
1,480
– – 0.03% 262
2014
Q4 		$61K Buy
1,480
+804
+119% +$31.9K 0.04% 218
2014
Q3 		$26K Hold
676
– – 0.01% 410
2014
Q2 		$25K Hold
676
– – 0.01% 432
2014
Q1 		$24K Buy
+676
New +$23.3K 0.01% 389

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carroll Financial Associates's DOC Position: Q4 2021 in Review

Carroll Financial Associates increased its Healthpeak Properties (DOC) stake by 3.6% in Q4 2021, buying an estimated $1.48K and bringing the position to 1,231 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Carroll Financial Associates first reported a position in DOC in Q1 2014 and has held it in 32 quarters since. The position peaked at $72K in Q3 2016. 616 funds tracked by Wall St. Rank hold DOC as of Q4 2021.

  • Carroll Financial Associates held 1,231 shares of Healthpeak Properties worth $43K as of Q4 2021.
  • Carroll Financial Associates bought 43 Healthpeak Properties shares in Q4 2021, an estimated $1.48K.
  • Healthpeak Properties made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #761 holding.
  • Carroll Financial Associates first reported a position in Healthpeak Properties in Q1 2014 and has held it in 32 quarters since.
  • Carroll Financial Associates's Healthpeak Properties position peaked at $72K in Q3 2016.
  • 616 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.