Graves Light Lenhart Wealth’s Healthpeak Properties DOC Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q3	–	Sell	-290	Closed	-$8K	–	280
2022 Q2	$8K	Hold	290	–	–	﹤0.01%	502
2022 Q1	$10K	Hold	290	–	–	﹤0.01%	539
2021 Q4	$10K	Hold	290	–	–	﹤0.01%	601
2021 Q3	$10K	Hold	290	–	–	﹤0.01%	554
2021 Q2	$10K	Hold	290	–	–	﹤0.01%	557
2021 Q1	$9K	Hold	290	–	–	﹤0.01%	578
2020 Q4	$9K	Buy	+290	New	+$8.44K	﹤0.01%	558

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 $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Graves Light Lenhart Wealth's DOC Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Healthpeak Properties (DOC) in Q3 2022, closing a stake of 290 shares — an estimated $8K sold.

Graves Light Lenhart Wealth first reported a position in DOC in Q4 2020 and held it in 7 quarters. The position peaked at $10K in Q1 2022. 591 funds tracked by Wall St. Rank hold DOC as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Healthpeak Properties position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 290 Healthpeak Properties shares in Q3 2022, an estimated $8K.
Graves Light Lenhart Wealth first reported a position in Healthpeak Properties in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Healthpeak Properties position peaked at $10K in Q1 2022.
591 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.