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Certified Advisory Corp’s Healthpeak Properties DOC Stock Holding History

Certified Advisory Corp’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
-1,335
Closed -$24.5K – 278
2023
Q3 		$24.5K Buy
1,335
+14
+1% +$287 ﹤0.01% 263
2023
Q2 		$26.5K Buy
1,321
+326
+33% +$6.77K ﹤0.01% 239
2023
Q1 		$21.9K Buy
+995
New +$24.7K ﹤0.01% 256
2022
Q3 		– Sell
-50
Closed -$1K – 227
2022
Q2 		$1K Sell
50
-904
-95% -$27.4K ﹤0.01% 226
2022
Q1 		$33K Buy
+954
New +$32.1K 0.01% 228
2021
Q2 		– Sell
-872
Closed -$28K – 335
2021
Q1 		$28K Buy
+872
New +$26.5K 0.01% 433
2020
Q2 		$23K Buy
841
+13
+2% +$332 0.01% 414
2020
Q1 		$20K Sell
828
-105
-11% -$3.42K 0.01% 409
2019
Q4 		$32K Buy
933
+5
+0.5% +$175 0.01% 384
2019
Q3 		$33K Buy
928
+9
+1% +$304 0.01% 378
2019
Q2 		$29K Buy
919
+9
+1% +$280 0.01% 405
2019
Q1 		$28K Sell
910
-12
-1% -$366 0.01% 384
2018
Q4 		$26K Buy
922
+10
+1% +$277 0.01% 371
2018
Q3 		$24K Buy
912
+7
+0.8% +$184 0.01% 410
2018
Q2 		$24K Buy
905
+13
+1% +$307 0.01% 389
2018
Q1 		$20K Buy
892
+12
+1% +$279 0.01% 409
2017
Q4 		$22K Buy
+880
New +$23.3K 0.02% 348

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
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
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Certified Advisory Corp's DOC Position: Q4 2023 in Review

Certified Advisory Corp sold out of Healthpeak Properties (DOC) in Q4 2023, closing a stake of 1,335 shares — an estimated $24.5K sold.

Certified Advisory Corp first reported a position in DOC in Q4 2017 and held it in 17 quarters. The position peaked at $33K in Q1 2022. 614 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

  • Certified Advisory Corp reported no remaining Healthpeak Properties position as of Q4 2023 after selling out during the quarter.
  • Certified Advisory Corp sold 1,335 Healthpeak Properties shares in Q4 2023, an estimated $24.5K.
  • Certified Advisory Corp first reported a position in Healthpeak Properties in Q4 2017 and held it in 17 quarters.
  • Certified Advisory Corp's Healthpeak Properties position peaked at $33K in Q1 2022.
  • 614 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2023.

Based on Certified Advisory Corp's 13F filing for Q4 2023, filed 9 Feb 2024.