Hilltop Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Hilltop Wealth Advisors’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 Q1	–	Sell	-8,143	Closed	-$204K	–	38
2022 Q4	$204K	Buy	+8,143	New	+$198K	0.17%	39
2022 Q3	–	Sell	-8,143	Closed	-$211K	–	37
2022 Q2	$211K	Hold	8,143	–	–	0.21%	30
2022 Q1	$280K	Hold	8,143	–	–	0.24%	24
2021 Q4	$294K	Hold	8,143	–	–	0.2%	31
2021 Q3	$273K	Hold	8,143	–	–	0.19%	33
2021 Q2	$271K	Hold	8,143	–	–	0.19%	33
2021 Q1	$258K	Hold	8,143	–	–	0.2%	32
2020 Q4	$246K	Hold	8,143	–	–	0.22%	31
2020 Q3	$221K	Hold	8,143	–	–	0.22%	27
2020 Q2	$224K	Buy	+8,143	New	+$208K	0.25%	27
2020 Q1	–	Sell	-8,143	Closed	-$281K	–	27
2019 Q4	$281K	Buy	+8,143	New	+$285K	0.29%	25

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 $3.37T AUM 44.26% 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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

Hilltop Wealth Advisors's DOC Position: Q1 2023 in Review

Hilltop Wealth Advisors sold out of Healthpeak Properties (DOC) in Q1 2023, closing a stake of 8,143 shares — an estimated $204K sold.

Hilltop Wealth Advisors first reported a position in DOC in Q4 2019 and held it in 11 quarters. The position peaked at $294K in Q4 2021. 592 funds tracked by Wall St. Rank hold DOC as of Q1 2023.

Hilltop Wealth Advisors reported no remaining Healthpeak Properties position as of Q1 2023 after selling out during the quarter.
Hilltop Wealth Advisors sold 8,143 Healthpeak Properties shares in Q1 2023, an estimated $204K.
Hilltop Wealth Advisors first reported a position in Healthpeak Properties in Q4 2019 and held it in 11 quarters.
Hilltop Wealth Advisors's Healthpeak Properties position peaked at $294K in Q4 2021.
592 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2023.

Based on Hilltop Wealth Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.