IAA
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Independent Advisor Alliance’s Healthpeak Properties DOC Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-6,612
Closed -$239K – 687
2021
Q4 		$239K Buy
+6,612
New +$228K 0.01% 584

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Independent Advisor Alliance's DOC Position: Q1 2022 in Review

Independent Advisor Alliance sold out of Healthpeak Properties (DOC) in Q1 2022, closing a stake of 6,612 shares — an estimated $239K sold.

Independent Advisor Alliance first reported a position in DOC in Q4 2021 and held it in 1 quarter. The position peaked at $239K in Q4 2021. 630 funds tracked by Wall St. Rank hold DOC as of Q1 2022.

  • Independent Advisor Alliance reported no remaining Healthpeak Properties position as of Q1 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 6,612 Healthpeak Properties shares in Q1 2022, an estimated $239K.
  • Independent Advisor Alliance first reported a position in Healthpeak Properties in Q4 2021 and held it in 1 quarter.
  • Independent Advisor Alliance's Healthpeak Properties position peaked at $239K in Q4 2021.
  • 630 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2022.

Based on Independent Advisor Alliance's 13F filing for Q1 2022, filed 6 May 2022.