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Glassman Wealth Services’s Healthpeak Properties DOC Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-1,570
Closed -$31.1K – 651
2023
Q4 		$31.1K Buy
1,570
+1,097
+232% +$19.3K ﹤0.01% 580
2023
Q3 		$8.68K Sell
473
-33
-7% -$678 ﹤0.01% 896
2023
Q2 		$10.2K Sell
506
-395
-44% -$8.2K ﹤0.01% 811
2023
Q1 		$19.8K Buy
901
+386
+75% +$9.57K ﹤0.01% 639
2022
Q4 		$12.9K Sell
515
-331
-39% -$8.04K ﹤0.01% 765
2022
Q3 		$19K Buy
846
+18
+2% +$475 ﹤0.01% 625
2022
Q2 		$21K Sell
828
-27
-3% -$818 ﹤0.01% 600
2022
Q1 		$29K Sell
855
-68
-7% -$2.29K 0.01% 534
2021
Q4 		$33K Buy
923
+94
+11% +$3.24K 0.01% 469
2021
Q3 		$28K Buy
829
+40
+5% +$1.42K 0.01% 490
2021
Q2 		$26K Buy
789
+53
+7% +$1.78K 0.01% 496
2021
Q1 		$23K Buy
736
+229
+45% +$6.96K ﹤0.01% 490
2020
Q4 		$15K Sell
507
-73
-13% -$2.12K ﹤0.01% 609
2020
Q3 		$16K Buy
580
+325
+127% +$8.9K ﹤0.01% 480
2020
Q2 		$7K Buy
255
+176
+223% +$4.49K ﹤0.01% 549
2020
Q1 		$2K Sell
79
-171
-68% -$5.57K ﹤0.01% 690
2019
Q4 		$9K Hold
250
– – ﹤0.01% 494
2019
Q3 		$9K Buy
250
+17
+7% +$574 ﹤0.01% 456
2019
Q2 		$7K Buy
233
+51
+28% +$1.58K ﹤0.01% 497
2019
Q1 		$6K Buy
182
+101
+125% +$3.08K ﹤0.01% 513
2018
Q4 		$2K Sell
81
-107
-57% -$2.96K ﹤0.01% 538
2018
Q3 		$5K Hold
188
– – ﹤0.01% 470
2018
Q2 		$5K Buy
188
+107
+132% +$2.52K ﹤0.01% 436
2018
Q1 		$2K Buy
+81
New +$1.88K ﹤0.01% 531
2017
Q4 		– Sell
-14
Closed – – 693
2017
Q3 		$0 Sell
14
-4
-22% -$120 ﹤0.01% 563
2017
Q2 		$1K Buy
18
+4
+29% +$127 ﹤0.01% 457
2017
Q1 		$0 Hold
14
– – ﹤0.01% 602
2016
Q4 		$0 Buy
+14
New +$427 ﹤0.01% 633

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Glassman Wealth Services's DOC Position: Q1 2024 in Review

Glassman Wealth Services sold out of Healthpeak Properties (DOC) in Q1 2024, closing a stake of 1,570 shares — an estimated $31.1K sold.

Glassman Wealth Services first reported a position in DOC in Q4 2016 and held it in 28 quarters. The position peaked at $33K in Q4 2021. 678 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Glassman Wealth Services reported no remaining Healthpeak Properties position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 1,570 Healthpeak Properties shares in Q1 2024, an estimated $31.1K.
  • Glassman Wealth Services first reported a position in Healthpeak Properties in Q4 2016 and held it in 28 quarters.
  • Glassman Wealth Services's Healthpeak Properties position peaked at $33K in Q4 2021.
  • 678 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.