Fieldpoint Private Securities’s Healthpeak Properties DOC Stock Holding History

Fieldpoint Private Securities’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 Q2	$79K	Buy	3,044 +396	+15%	+$12K	0.02%	403
2022 Q1	$91K	Buy	2,648 +1,133	+75%	+$38.2K	0.02%	449
2021 Q4	$55K	Hold	1,515	–	–	0.01%	578
2021 Q3	$51K	Buy	1,515 +43	+3%	+$1.52K	0.01%	572
2021 Q2	$52K	Sell	1,472 -50	-3%	-$1.68K	0.01%	562
2021 Q1	$48K	Buy	1,522 +262	+21%	+$7.96K	0.01%	575
2020 Q4	$38K	Buy	+1,260	New	+$36.7K	0.01%	524
2020 Q1	–	Sell	-900	Closed	-$31K	–	331
2019 Q4	$31K	Hold	900	–	–	0.01%	499
2019 Q3	$32K	Hold	900	–	–	0.01%	447
2019 Q2	$29K	Buy	+900	New	+$28K	0.01%	491
2018 Q1	–	Sell	-6,015	Closed	-$157K	–	411
2017 Q4	$157K	Buy	6,015 +740	+14%	+$19.6K	0.08%	181
2017 Q3	$147K	Buy	+5,275	New	+$159K	0.06%	222

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fieldpoint Private Securities's DOC Position: Q2 2022 in Review

Fieldpoint Private Securities increased its Healthpeak Properties (DOC) stake by 15% in Q2 2022, buying an estimated $12K and bringing the position to 3,044 shares worth $79K. The position accounts for 0.02% of the portfolio, ranked #403.

Fieldpoint Private Securities first reported a position in DOC in Q3 2017 and has held it in 12 quarters since. The position peaked at $157K in Q4 2017. 614 funds tracked by Wall St. Rank hold DOC as of Q2 2022.

Fieldpoint Private Securities held 3,044 shares of Healthpeak Properties worth $79K as of Q2 2022.
Fieldpoint Private Securities bought 396 Healthpeak Properties shares in Q2 2022, an estimated $12K.
Healthpeak Properties made up 0.02% of Fieldpoint Private Securities's portfolio in Q2 2022, its #403 holding.
Fieldpoint Private Securities first reported a position in Healthpeak Properties in Q3 2017 and has held it in 12 quarters since.
Fieldpoint Private Securities's Healthpeak Properties position peaked at $157K in Q4 2017.
614 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.