ICA Group Wealth Management’s Healthpeak Properties DOC Stock Holding History

ICA Group 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
2024 Q2	$784	Sell	40 -430	-91%	-$8.21K	﹤0.01%	740
2024 Q1	$8.81K	Sell	470 -492	-51%	-$8.94K	﹤0.01%	916
2023 Q4	$19.1K	Buy	+962	New	+$16.9K	﹤0.01%	743
2023 Q3	–	Sell	-948	Closed	-$19.1K	–	455
2023 Q2	$19.1K	Buy	948 +5	+0.5%	+$104	﹤0.01%	705
2023 Q1	$20.7K	Hold	943	–	–	﹤0.01%	655
2022 Q4	$23.6K	Buy	+943	New	+$22.9K	0.01%	659

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

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

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

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

ICA Group Wealth Management's DOC Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Healthpeak Properties (DOC) stake by 91% in Q2 2024, selling an estimated $8.21K and leaving 40 shares worth $784. The position accounts for ﹤0.01% of the portfolio, ranked #740.

ICA Group Wealth Management first reported a position in DOC in Q4 2022 and has held it in 6 quarters since. The position peaked at $23.6K in Q4 2022. 708 funds tracked by Wall St. Rank hold DOC as of Q2 2024.

ICA Group Wealth Management held 40 shares of Healthpeak Properties worth $784 as of Q2 2024.
ICA Group Wealth Management sold 430 Healthpeak Properties shares in Q2 2024, an estimated $8.21K.
Healthpeak Properties made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #740 holding.
ICA Group Wealth Management first reported a position in Healthpeak Properties in Q4 2022 and has held it in 6 quarters since.
ICA Group Wealth Management's Healthpeak Properties position peaked at $23.6K in Q4 2022.
708 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.