DWA
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Delap Wealth Advisory’s Healthpeak Properties DOC Stock Holding History

Delap Wealth 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
2024
Q2 		– Sell
-12,711
Closed -$238K – 173
2024
Q1 		$238K Buy
+12,711
New +$231K 0.1% 206

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Delap Wealth Advisory's DOC Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Healthpeak Properties (DOC) in Q2 2024, closing a stake of 12,711 shares — an estimated $238K sold.

Delap Wealth Advisory first reported a position in DOC in Q1 2024 and held it in 1 quarter. The position peaked at $238K in Q1 2024. 707 funds tracked by Wall St. Rank hold DOC as of Q2 2024.

  • Delap Wealth Advisory reported no remaining Healthpeak Properties position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 12,711 Healthpeak Properties shares in Q2 2024, an estimated $238K.
  • Delap Wealth Advisory first reported a position in Healthpeak Properties in Q1 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's Healthpeak Properties position peaked at $238K in Q1 2024.
  • 707 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.