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	–	690
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

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JP Morgan Chase

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Geode Capital Management

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Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Legal & General Group

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American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return