CWM
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Curi Wealth Management’s Healthpeak Properties DOC Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-624
Closed -$16K – 327
2022
Q2 		$16K Hold
624
– – ﹤0.01% 326
2022
Q1 		$21K Hold
624
– – ﹤0.01% 275
2021
Q4 		$22K Buy
+624
New +$21.5K ﹤0.01% 239
2021
Q1 		– Sell
-624
Closed -$18K – 206
2020
Q4 		$18K Buy
+624
New +$18.2K 0.01% 207

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Curi Wealth Management's DOC Position: Q3 2022 in Review

Curi Wealth Management sold out of Healthpeak Properties (DOC) in Q3 2022, closing a stake of 624 shares — an estimated $16K sold.

Curi Wealth Management first reported a position in DOC in Q4 2020 and held it in 4 quarters. The position peaked at $22K in Q4 2021. 591 funds tracked by Wall St. Rank hold DOC as of Q3 2022.

  • Curi Wealth Management reported no remaining Healthpeak Properties position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 624 Healthpeak Properties shares in Q3 2022, an estimated $16K.
  • Curi Wealth Management first reported a position in Healthpeak Properties in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Healthpeak Properties position peaked at $22K in Q4 2021.
  • 591 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.