EI
DOC icon

Ellevest Inc’s Healthpeak Properties DOC Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-459
Closed -$10.1K – 684
2023
Q1 		$10.1K Sell
459
-43
-9% -$1.07K ﹤0.01% 1030
2022
Q4 		$12.6K Sell
502
-334
-40% -$8.12K ﹤0.01% 977
2022
Q3 		$19K Sell
836
-2,505
-75% -$66.2K ﹤0.01% 825
2022
Q2 		$87K Sell
3,341
-6,474
-66% -$196K 0.01% 443
2022
Q1 		$337K Buy
9,815
+1,203
+14% +$40.5K 0.03% 212
2021
Q4 		$311K Buy
8,612
+459
+6% +$15.8K 0.03% 199
2021
Q3 		$273K Buy
8,153
+849
+12% +$30.1K 0.03% 213
2021
Q2 		$243K Sell
7,304
-126
-2% -$4.23K 0.02% 215
2021
Q1 		$236K Buy
7,430
+1,907
+35% +$57.9K 0.03% 183
2020
Q4 		$167K Buy
5,523
+1,269
+30% +$36.9K 0.02% 197
2020
Q3 		$115K Buy
4,254
+1,220
+40% +$33.4K 0.02% 225
2020
Q2 		$84K Buy
3,034
+1,742
+135% +$44.5K 0.02% 243
2020
Q1 		$31K Buy
1,292
+868
+205% +$28.3K 0.01% 334
2019
Q4 		$15K Buy
+424
New +$14.8K ﹤0.01% 464

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
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Ellevest Inc's DOC Position: Q2 2023 in Review

Ellevest Inc sold out of Healthpeak Properties (DOC) in Q2 2023, closing a stake of 459 shares — an estimated $10.1K sold.

Ellevest Inc first reported a position in DOC in Q4 2019 and held it in 14 quarters. The position peaked at $337K in Q1 2022. 609 funds tracked by Wall St. Rank hold DOC as of Q2 2023.

  • Ellevest Inc reported no remaining Healthpeak Properties position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 459 Healthpeak Properties shares in Q2 2023, an estimated $10.1K.
  • Ellevest Inc first reported a position in Healthpeak Properties in Q4 2019 and held it in 14 quarters.
  • Ellevest Inc's Healthpeak Properties position peaked at $337K in Q1 2022.
  • 609 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.