Heritage Wealth Management (Arizona)’s Healthpeak Properties DOC Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$12.7K	Buy	508 +254	+100%	+$6.17K	﹤0.01%	737
2022 Q3	$6K	Buy	254 +54	+27%	+$1.43K	﹤0.01%	728
2022 Q2	$5.18K	Hold	200	–	–	﹤0.01%	763
2022 Q1	$7K	Buy	+200	New	+$6.74K	﹤0.01%	750
2021 Q3	$7K	Hold	200	–	–	﹤0.01%	693
2021 Q2	$7K	Sell	200 -175	-47%	-$5.87K	﹤0.01%	699
2021 Q1	$12K	Buy	+375	New	+$11.4K	0.01%	555

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s DOC Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Healthpeak Properties (DOC) stake by 100% in Q4 2022, buying an estimated $6.17K and bringing the position to 508 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Heritage Wealth Management (Arizona) first reported a position in DOC in Q1 2021 and has held it in 7 quarters since. 612 funds tracked by Wall St. Rank hold DOC as of Q4 2022.

Heritage Wealth Management (Arizona) held 508 shares of Healthpeak Properties worth $12.7K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 254 Healthpeak Properties shares in Q4 2022, an estimated $6.17K.
Healthpeak Properties made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #737 holding.
Heritage Wealth Management (Arizona) first reported a position in Healthpeak Properties in Q1 2021 and has held it in 7 quarters since.
612 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.