EW
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Evoke Wealth’s Healthpeak Properties DOC Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-2,443
Closed -$56K – 575
2022
Q3 		$56K Hold
2,443
– – ﹤0.01% 501
2022
Q2 		$63K Sell
2,443
-390
-14% -$11.8K ﹤0.01% 476
2022
Q1 		$97K Buy
2,833
+55
+2% +$1.85K ﹤0.01% 441
2021
Q4 		$100K Buy
2,778
+12
+0.4% +$414 ﹤0.01% 451
2021
Q3 		$92K Hold
2,766
– – ﹤0.01% 436
2021
Q2 		$92K Sell
2,766
-11
-0.4% -$369 ﹤0.01% 452
2021
Q1 		$88K Buy
2,777
+1,269
+84% +$38.5K ﹤0.01% 393
2020
Q4 		$46K Buy
1,508
+4
+0.3% +$116 ﹤0.01% 386
2020
Q3 		$41K Sell
1,504
-69
-4% -$1.89K ﹤0.01% 385
2020
Q2 		$43K Sell
1,573
-231
-13% -$5.9K ﹤0.01% 365
2020
Q1 		$43K Sell
1,804
-1,322
-42% -$43.1K 0.01% 357
2019
Q4 		$108K Buy
3,126
+99
+3% +$3.46K 0.01% 313
2019
Q3 		$108K Buy
+3,027
New +$102K 0.01% 354

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evoke Wealth's DOC Position: Q4 2022 in Review

Evoke Wealth sold out of Healthpeak Properties (DOC) in Q4 2022, closing a stake of 2,443 shares — an estimated $56K sold.

Evoke Wealth first reported a position in DOC in Q3 2019 and held it in 13 quarters. The position peaked at $108K in Q3 2019. 612 funds tracked by Wall St. Rank hold DOC as of Q4 2022.

  • Evoke Wealth reported no remaining Healthpeak Properties position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 2,443 Healthpeak Properties shares in Q4 2022, an estimated $56K.
  • Evoke Wealth first reported a position in Healthpeak Properties in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Healthpeak Properties position peaked at $108K in Q3 2019.
  • 612 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.