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Great Valley Advisor Group’s Healthpeak Properties DOC Stock Holding History

Great Valley Advisor Group’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
Q3 		– Sell
-19,582
Closed -$394K – 685
2023
Q2 		$394K Buy
19,582
+3,879
+25% +$80.5K 0.02% 495
2023
Q1 		$345K Sell
15,703
-1,608
-9% -$39.9K 0.02% 506
2022
Q4 		$434K Buy
17,311
+754
+5% +$18.3K 0.02% 471
2022
Q3 		$380K Buy
16,557
+2,362
+17% +$62.4K 0.02% 481
2022
Q2 		$368K Buy
14,195
+2,064
+17% +$62.5K 0.02% 503
2022
Q1 		$417K Buy
12,131
+29
+0.2% +$977 0.02% 419
2021
Q4 		$436K Buy
12,102
+401
+3% +$13.8K 0.03% 412
2021
Q3 		$392K Buy
11,701
+9
+0.1% +$319 0.03% 415
2021
Q2 		$389K Buy
11,692
+241
+2% +$8.09K 0.03% 399
2021
Q1 		$364K Buy
11,451
+837
+8% +$25.4K 0.04% 365
2020
Q4 		$321K Buy
+10,614
New +$309K 0.03% 360

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
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Great Valley Advisor Group's DOC Position: Q3 2023 in Review

Great Valley Advisor Group sold out of Healthpeak Properties (DOC) in Q3 2023, closing a stake of 19,582 shares — an estimated $394K sold.

Great Valley Advisor Group first reported a position in DOC in Q4 2020 and held it in 11 quarters. The position peaked at $436K in Q4 2021. 585 funds tracked by Wall St. Rank hold DOC as of Q3 2023.

  • Great Valley Advisor Group reported no remaining Healthpeak Properties position as of Q3 2023 after selling out during the quarter.
  • Great Valley Advisor Group sold 19,582 Healthpeak Properties shares in Q3 2023, an estimated $394K.
  • Great Valley Advisor Group first reported a position in Healthpeak Properties in Q4 2020 and held it in 11 quarters.
  • Great Valley Advisor Group's Healthpeak Properties position peaked at $436K in Q4 2021.
  • 585 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2023.

Based on Great Valley Advisor Group's 13F filing for Q3 2023, filed 7 Nov 2023.