FinTrust Capital Advisors’s Healthpeak Properties DOC Stock Holding History

FinTrust Capital 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 Q3	$43.8K	Buy	+1,915	New	+$41.3K	0.01%	610
2020 Q3	–	Sell	-34	Closed	-$1K	–	1148
2020 Q2	$1K	Hold	34	–	–	﹤0.01%	1004
2020 Q1	$1K	Hold	34	–	–	﹤0.01%	1059
2019 Q4	$1K	Hold	34	–	–	﹤0.01%	1032
2019 Q3	$1K	Hold	34	–	–	﹤0.01%	1024
2019 Q2	$1K	Sell	34 -155	-82%	-$4.82K	﹤0.01%	995
2019 Q1	$6K	Hold	189	–	–	﹤0.01%	882
2018 Q4	$5K	Buy	+189	New	+$5.23K	﹤0.01%	920

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

FinTrust Capital Advisors's DOC Position: Q3 2024 in Review

FinTrust Capital Advisors opened a new position in Healthpeak Properties (DOC) in Q3 2024: 1,915 shares worth $43.8K. The stake represents 0.01% of the portfolio and ranks #610 among its holdings. This is a return to the name: FinTrust Capital Advisors previously reported a position in DOC as recently as Q2 2020.

FinTrust Capital Advisors first reported a position in DOC in Q4 2018 and has held it in 8 quarters since. 734 funds tracked by Wall St. Rank hold DOC as of Q3 2024.

FinTrust Capital Advisors held 1,915 shares of Healthpeak Properties worth $43.8K as of Q3 2024.
Healthpeak Properties was a new FinTrust Capital Advisors position in Q3 2024.
Healthpeak Properties made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #610 holding.
FinTrust Capital Advisors first reported a position in Healthpeak Properties in Q4 2018 and has held it in 8 quarters since.
734 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.