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Financial Synergies Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Financial Synergies Wealth Advisors’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
-590
Closed -$11.1K – 168
2024
Q1 		$11.1K Buy
+590
New +$10.7K ﹤0.01% 245
2023
Q4 		– Sell
-577
Closed -$10.6K – 485
2023
Q3 		$10.6K Buy
577
+5
+0.9% +$103 ﹤0.01% 228
2023
Q2 		$11.5K Buy
572
+5
+0.9% +$104 ﹤0.01% 218
2023
Q1 		$12.5K Buy
+567
New +$14.1K ﹤0.01% 222

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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Financial Synergies Wealth Advisors's DOC Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Healthpeak Properties (DOC) in Q2 2024, closing a stake of 590 shares — an estimated $11.1K sold.

Financial Synergies Wealth Advisors first reported a position in DOC in Q1 2023 and held it in 4 quarters. The position peaked at $12.5K in Q1 2023. 708 funds tracked by Wall St. Rank hold DOC as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Healthpeak Properties position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 590 Healthpeak Properties shares in Q2 2024, an estimated $11.1K.
  • Financial Synergies Wealth Advisors first reported a position in Healthpeak Properties in Q1 2023 and held it in 4 quarters.
  • Financial Synergies Wealth Advisors's Healthpeak Properties position peaked at $12.5K in Q1 2023.
  • 708 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.