Cary Street Partners Investment Advisory’s Healthpeak Properties DOC Stock Holding History

Cary Street Partners Investment Advisory’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
2023 Q4	–	Sell	-5,987	Closed	-$110K	–	911
2023 Q3	$110K	Buy	5,987 +1,092	+22%	+$22.4K	0.01%	687
2023 Q2	$98.4K	Sell	4,895 -1,068	-18%	-$22.2K	0.01%	666
2023 Q1	$131K	Sell	5,963 -322	-5%	-$7.99K	0.01%	551
2022 Q4	$158K	Buy	+6,285	New	+$153K	0.01%	507
2022 Q3	–	Sell	-7,511	Closed	-$195K	–	518
2022 Q2	$195K	Buy	+7,511	New	+$228K	0.02%	420
2020 Q4	–	Sell	-1,019	Closed	-$28K	–	479
2020 Q3	$28K	Buy	+1,019	New	+$27.9K	0.01%	590

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

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

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

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cary Street Partners Investment Advisory's DOC Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Healthpeak Properties (DOC) in Q4 2023, closing a stake of 5,987 shares — an estimated $110K sold.

Cary Street Partners Investment Advisory first reported a position in DOC in Q3 2020 and held it in 6 quarters. The position peaked at $195K in Q2 2022. 614 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Healthpeak Properties position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 5,987 Healthpeak Properties shares in Q4 2023, an estimated $110K.
Cary Street Partners Investment Advisory first reported a position in Healthpeak Properties in Q3 2020 and held it in 6 quarters.
Cary Street Partners Investment Advisory's Healthpeak Properties position peaked at $195K in Q2 2022.
614 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.