HighMark Wealth Management’s Healthpeak Properties DOC Stock Holding History

HighMark Wealth Management’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	-168	Closed	-$3.08K	–	583
2023 Q3	$3.08K	Hold	168	–	–	﹤0.01%	411
2023 Q2	$3.38K	Hold	168	–	–	﹤0.01%	404
2023 Q1	$3.69K	Buy	168 +33	+24%	+$818	﹤0.01%	443
2022 Q4	$3.38K	Hold	135	–	–	﹤0.01%	389
2022 Q3	$3K	Hold	135	–	–	﹤0.01%	390
2022 Q2	$3K	Sell	135 -10	-7%	-$303	﹤0.01%	395
2022 Q1	$5K	Buy	145 +23	+19%	+$775	﹤0.01%	361
2021 Q4	$4K	Buy	122 +15	+14%	+$517	﹤0.01%	378
2021 Q3	$4K	Buy	+107	New	+$3.79K	﹤0.01%	384

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

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

HighMark Wealth Management's DOC Position: Q4 2023 in Review

HighMark Wealth Management sold out of Healthpeak Properties (DOC) in Q4 2023, closing a stake of 168 shares — an estimated $3.08K sold.

HighMark Wealth Management first reported a position in DOC in Q3 2021 and held it in 9 quarters. The position peaked at $5K in Q1 2022. 614 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

HighMark Wealth Management reported no remaining Healthpeak Properties position as of Q4 2023 after selling out during the quarter.
HighMark Wealth Management sold 168 Healthpeak Properties shares in Q4 2023, an estimated $3.08K.
HighMark Wealth Management first reported a position in Healthpeak Properties in Q3 2021 and held it in 9 quarters.
HighMark Wealth Management's Healthpeak Properties position peaked at $5K in Q1 2022.
614 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2023.

Based on HighMark Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.