Checchi Capital Advisers’s Healthpeak Properties DOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
– Sell
-8,619
Closed -$216K – 572
2022
Q4
$216K Sell
8,619
-949
-10% -$23.1K 0.02% 497
2022
Q3
$219K Sell
9,568
-2,018
-17% -$53.3K 0.02% 493
2022
Q2
$320K Buy
+11,586
New +$351K 0.03% 408
2016
Q3
– Sell
-5,806
Closed -$187K – 621
2016
Q2
$187K Buy
5,806
+219
+4% +$6.8K 0.02% 360
2016
Q1
$166K Buy
+5,587
New +$168K 0.04% 404

Other funds holding DOC

Checchi Capital Advisers's DOC Position: Q1 2023 in Review

Checchi Capital Advisers sold out of Healthpeak Properties (DOC) in Q1 2023, closing a stake of 8,619 shares — an estimated $216K sold.

Checchi Capital Advisers first reported a position in DOC in Q1 2016 and held it in 5 quarters. The position peaked at $320K in Q2 2022. 592 funds tracked by Wall St. Rank hold DOC as of Q1 2023.

  • Checchi Capital Advisers reported no remaining Healthpeak Properties position as of Q1 2023 after selling out during the quarter.
  • Checchi Capital Advisers sold 8,619 Healthpeak Properties shares in Q1 2023, an estimated $216K.
  • Checchi Capital Advisers first reported a position in Healthpeak Properties in Q1 2016 and held it in 5 quarters.
  • Checchi Capital Advisers's Healthpeak Properties position peaked at $320K in Q2 2022.
  • 592 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2023.

Based on Checchi Capital Advisers's 13F filing for Q1 2023, filed 8 May 2023.