Global Financial Private Client’s Healthpeak Properties DOC Stock Holding History

Global Financial Private Client’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
2023 Q4	–	Sell	-22	Closed	-$392	–	693
2023 Q3	$392	Hold	22	–	–	﹤0.01%	659
2023 Q2	$453	Hold	22	–	–	﹤0.01%	650
2023 Q1	$478	Hold	22	–	–	﹤0.01%	655
2022 Q4	$552	Hold	22	–	–	﹤0.01%	640
2022 Q3	$523	Hold	22	–	–	﹤0.01%	615
2022 Q2	$585	Hold	22	–	–	﹤0.01%	602
2022 Q1	$770	Hold	22	–	–	﹤0.01%	601
2021 Q4	$794	Hold	22	–	–	﹤0.01%	594
2021 Q3	$746	Hold	22	–	–	﹤0.01%	550
2021 Q2	$733	Hold	22	–	–	﹤0.01%	560
2021 Q1	$720	Hold	22	–	–	﹤0.01%	531
2020 Q4	$665	Buy	+22	New	+$640	﹤0.01%	515

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

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

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

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

CIM

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

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

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

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

Global Financial Private Client's DOC Position: Q4 2023 in Review

Global Financial Private Client sold out of Healthpeak Properties (DOC) in Q4 2023, closing a stake of 22 shares — an estimated $392 sold.

Global Financial Private Client first reported a position in DOC in Q4 2020 and held it in 12 quarters. The position peaked at $794 in Q4 2021. 614 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

Global Financial Private Client reported no remaining Healthpeak Properties position as of Q4 2023 after selling out during the quarter.
Global Financial Private Client sold 22 Healthpeak Properties shares in Q4 2023, an estimated $392.
Global Financial Private Client first reported a position in Healthpeak Properties in Q4 2020 and held it in 12 quarters.
Global Financial Private Client's Healthpeak Properties position peaked at $794 in Q4 2021.
614 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2023.

Based on Global Financial Private Client's 13F filing for Q4 2023, filed 16 May 2024.