HWM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return