Howe & Rusling’s Healthpeak Properties DOC Stock Holding History

Howe & Rusling’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	–	Sell	-83	Closed	-$2K	–	517
2022 Q3	$2K	Sell	83 -283	-77%	-$7.47K	﹤0.01%	852
2022 Q2	$9K	Sell	366 -15	-4%	-$454	﹤0.01%	555
2022 Q1	$13K	Hold	381	–	–	﹤0.01%	485
2021 Q4	$14K	Hold	381	–	–	﹤0.01%	486
2021 Q3	$13K	Hold	381	–	–	﹤0.01%	472
2021 Q2	$13K	Buy	381 +309	+429%	+$10.4K	﹤0.01%	456
2021 Q1	$2K	Buy	72 +13	+22%	+$395	﹤0.01%	788
2020 Q4	$2K	Hold	59	–	–	﹤0.01%	786
2020 Q3	$2K	Hold	59	–	–	﹤0.01%	697
2020 Q2	$2K	Buy	+59	New	+$1.51K	﹤0.01%	662
2017 Q3	–	Sell	-305	Closed	-$10K	–	896
2017 Q2	$10K	Hold	305	–	–	﹤0.01%	485
2017 Q1	$10K	Hold	305	–	–	﹤0.01%	498
2016 Q4	$9K	Sell	305 -30	-9%	-$915	﹤0.01%	525
2016 Q3	$12K	Sell	335 -280	-46%	-$9.79K	﹤0.01%	464
2016 Q2	$20K	Hold	615	–	–	﹤0.01%	346
2016 Q1	$18K	Hold	615	–	–	﹤0.01%	420
2015 Q4	$21K	Hold	615	–	–	﹤0.01%	375
2015 Q3	$21K	Hold	615	–	–	0.01%	379
2015 Q2	$20K	Hold	615	–	–	﹤0.01%	404
2015 Q1	$24K	Hold	615	–	–	0.01%	367
2014 Q4	$25K	Hold	615	–	–	0.01%	362
2014 Q3	$22K	Hold	615	–	–	0.01%	375
2014 Q2	$23K	Buy	615 +593	+2,695%	+$22.3K	0.01%	372
2014 Q1	$1K	Hold	22	–	–	﹤0.01%	799
2013 Q4	$1K	Sell	22 -329	-94%	-$11.7K	﹤0.01%	740
2013 Q3	$13K	Hold	351	–	–	﹤0.01%	548
2013 Q2	$15K	Buy	+351	New	+$16K	﹤0.01%	534

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Howe & Rusling's DOC Position: Q4 2022 in Review

Howe & Rusling sold out of Healthpeak Properties (DOC) in Q4 2022, closing a stake of 83 shares — an estimated $2K sold.

Howe & Rusling first reported a position in DOC in Q2 2013 and held it in 27 quarters. The position peaked at $25K in Q4 2014. 612 funds tracked by Wall St. Rank hold DOC as of Q4 2022.

Howe & Rusling reported no remaining Healthpeak Properties position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 83 Healthpeak Properties shares in Q4 2022, an estimated $2K.
Howe & Rusling first reported a position in Healthpeak Properties in Q2 2013 and held it in 27 quarters.
Howe & Rusling's Healthpeak Properties position peaked at $25K in Q4 2014.
612 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.