Joseph P. Lucia & Associates’s Healthpeak Properties DOC Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-89	Closed	-$2K	–	185
2022 Q2	$2K	Buy	89 +1	+1%	+$30	﹤0.01%	388
2022 Q1	$3K	Buy	+88	New	+$2.96K	﹤0.01%	379
2021 Q4	–	Sell	-87	Closed	-$3K	–	228
2021 Q3	$3K	Buy	87 +1	+1%	+$35	﹤0.01%	482
2021 Q2	$3K	Buy	86 +1	+1%	+$34	﹤0.01%	484
2021 Q1	$3K	Hold	85	–	–	﹤0.01%	458
2020 Q4	$3K	Buy	+85	New	+$2.47K	﹤0.01%	422
2020 Q3	–	Sell	-82	Closed	-$2K	–	171
2020 Q2	$2K	Buy	82 +1	+1%	+$26	﹤0.01%	431
2020 Q1	$2K	Buy	81 +1	+1%	+$33	﹤0.01%	391
2019 Q4	$3K	Hold	80	–	–	﹤0.01%	390
2019 Q3	$3K	Buy	80 +1	+1%	+$34	﹤0.01%	390
2019 Q2	$3K	Buy	79 +1	+1%	+$31	﹤0.01%	389
2019 Q1	$2.44K	Buy	+78	New	+$2.38K	﹤0.01%	295

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

Joseph P. Lucia & Associates's DOC Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Healthpeak Properties (DOC) in Q3 2022, closing a stake of 89 shares — an estimated $2K sold.

Joseph P. Lucia & Associates first reported a position in DOC in Q1 2019 and held it in 12 quarters. The position peaked at $3K in Q1 2022. 591 funds tracked by Wall St. Rank hold DOC as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Healthpeak Properties position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 89 Healthpeak Properties shares in Q3 2022, an estimated $2K.
Joseph P. Lucia & Associates first reported a position in Healthpeak Properties in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's Healthpeak Properties position peaked at $3K in Q1 2022.
591 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.