GWMIA
DOC icon

Global Wealth Management Investment Advisory’s Healthpeak Properties DOC Stock Holding History

Global Wealth Management Investment Advisory’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
-560
Closed -$11.1K – 222
2023
Q4 		$11.1K Buy
560
+200
+56% +$3.52K ﹤0.01% 283
2023
Q3 		$6.61K Hold
360
– – ﹤0.01% 318
2023
Q2 		$7.24K Buy
+360
New +$7.47K ﹤0.01% 316
2022
Q3 		– Sell
-360
Closed -$9K – 231
2022
Q2 		$9K Hold
360
– – ﹤0.01% 291
2022
Q1 		$12K Hold
360
– – ﹤0.01% 302
2021
Q4 		$13K Sell
360
-1,000
-74% -$34.5K ﹤0.01% 289
2021
Q3 		$46K Hold
1,360
– – 0.01% 205
2021
Q2 		$45K Hold
1,360
– – 0.02% 202
2021
Q1 		$43K Sell
1,360
-53
-4% -$1.61K 0.02% 201
2020
Q4 		$43K Buy
1,413
+42
+3% +$1.22K 0.02% 191
2020
Q3 		$37K Sell
1,371
-541
-28% -$14.8K 0.02% 191
2020
Q2 		$53K Hold
1,912
– – 0.02% 186
2020
Q1 		$46K Sell
1,912
-35
-2% -$1.14K 0.02% 172
2019
Q4 		$67K Buy
1,947
+19
+1% +$665 0.03% 161
2019
Q3 		$69K Buy
1,928
+46
+2% +$1.55K 0.03% 149
2019
Q2 		$60K Buy
1,882
+295
+19% +$9.17K 0.03% 160
2019
Q1 		$50K Buy
1,587
+80
+5% +$2.44K 0.03% 206
2018
Q4 		$42K Buy
+1,507
New +$41.7K 0.02% 227

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
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

Global Wealth Management Investment Advisory's DOC Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Healthpeak Properties (DOC) in Q1 2024, closing a stake of 560 shares — an estimated $11.1K sold.

Global Wealth Management Investment Advisory first reported a position in DOC in Q4 2018 and held it in 18 quarters. The position peaked at $69K in Q3 2019. 678 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Healthpeak Properties position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 560 Healthpeak Properties shares in Q1 2024, an estimated $11.1K.
  • Global Wealth Management Investment Advisory first reported a position in Healthpeak Properties in Q4 2018 and held it in 18 quarters.
  • Global Wealth Management Investment Advisory's Healthpeak Properties position peaked at $69K in Q3 2019.
  • 678 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.