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Janiczek Wealth Management’s Healthpeak Properties DOC Stock Holding History

Janiczek 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 		$38.2K Sell
1,951
-1,106
-36% -$21.1K 0.01% 447
2024
Q1 		$57.3K Buy
3,057
+3,047
+30,470% +$55.4K 0.01% 386
2023
Q4 		$198 Sell
10
-24
-71% -$422 ﹤0.01% 1061
2023
Q3 		$625 Buy
+34
New +$698 ﹤0.01% 957

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Janiczek Wealth Management's DOC Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Healthpeak Properties (DOC) stake by 36% in Q2 2024, selling an estimated $21.1K and leaving 1,951 shares worth $38.2K. The position accounts for 0.01% of the portfolio, ranked #447.

Janiczek Wealth Management first reported a position in DOC in Q3 2023 and has held it in 4 quarters since. The position peaked at $57.3K in Q1 2024. 707 funds tracked by Wall St. Rank hold DOC as of Q2 2024.

  • Janiczek Wealth Management held 1,951 shares of Healthpeak Properties worth $38.2K as of Q2 2024.
  • Janiczek Wealth Management sold 1,106 Healthpeak Properties shares in Q2 2024, an estimated $21.1K.
  • Healthpeak Properties made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #447 holding.
  • Janiczek Wealth Management first reported a position in Healthpeak Properties in Q3 2023 and has held it in 4 quarters since.
  • Janiczek Wealth Management's Healthpeak Properties position peaked at $57.3K in Q1 2024.
  • 707 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.