Innealta Capital’s Healthpeak Properties DOC Stock Holding History

Innealta Capital’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 Q3	–	Sell	-37	Closed	-$725	–	585
2024 Q2	$725	Buy	+37	New	+$707	﹤0.01%	1387

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Innealta Capital's DOC Position: Q3 2024 in Review

Innealta Capital sold out of Healthpeak Properties (DOC) in Q3 2024, closing a stake of 37 shares — an estimated $725 sold.

Innealta Capital first reported a position in DOC in Q2 2024 and held it in 1 quarter. The position peaked at $725 in Q2 2024. 733 funds tracked by Wall St. Rank hold DOC as of Q3 2024.

Innealta Capital reported no remaining Healthpeak Properties position as of Q3 2024 after selling out during the quarter.
Innealta Capital sold 37 Healthpeak Properties shares in Q3 2024, an estimated $725.
Innealta Capital first reported a position in Healthpeak Properties in Q2 2024 and held it in 1 quarter.
Innealta Capital's Healthpeak Properties position peaked at $725 in Q2 2024.
733 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.