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Laurel Wealth Advisors (California)’s Healthpeak Properties DOC Stock Holding History

Laurel Wealth Advisors (California)’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
-7,721
Closed -$200K – 630
2022
Q2 		$200K Sell
7,721
-292
-4% -$8.85K 0.02% 646
2022
Q1 		$275K Buy
+8,013
New +$270K 0.02% 616
2020
Q2 		– Sell
-8,552
Closed -$204K – 381
2020
Q1 		$204K Sell
8,552
-509
-6% -$16.6K 0.05% 350
2019
Q4 		$312K Sell
9,061
-671
-7% -$23.5K 0.05% 334
2019
Q3 		$347K Buy
9,732
+370
+4% +$12.5K 0.06% 313
2019
Q2 		$299K Buy
9,362
+162
+2% +$5.04K 0.07% 299
2019
Q1 		$288K Buy
9,200
+1,022
+12% +$31.1K 0.07% 292
2018
Q4 		$228K Sell
8,178
-885
-10% -$24.5K 0.07% 297
2018
Q3 		$238K Sell
9,063
-2,320
-20% -$61K 0.06% 341
2018
Q2 		$293K Sell
11,383
-2,983
-21% -$70.3K 0.08% 261
2018
Q1 		$333K Sell
14,366
-1,789
-11% -$41.6K 0.1% 220
2017
Q4 		$421K Sell
16,155
-4,434
-22% -$118K 0.12% 193
2017
Q3 		$573K Sell
20,589
-2,879
-12% -$86.6K 0.19% 125
2017
Q2 		$750K Buy
23,468
+611
+3% +$19.4K 0.27% 100
2017
Q1 		$714K Sell
22,857
-807
-3% -$24.8K 0.28% 100
2016
Q4 		$703K Sell
23,664
-2,532
-10% -$77.2K 0.31% 89
2016
Q3 		$905K Sell
26,196
-846
-3% -$29.6K 0.43% 67
2016
Q2 		$871K Sell
27,042
-4,004
-13% -$124K 0.42% 66
2016
Q1 		$921K Buy
31,046
+1,208
+4% +$36.2K 0.46% 61
2015
Q4 		$1.04M Buy
+29,838
New +$998K 0.54% 53

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Laurel Wealth Advisors (California)'s DOC Position: Q3 2022 in Review

Laurel Wealth Advisors (California) sold out of Healthpeak Properties (DOC) in Q3 2022, closing a stake of 7,721 shares — an estimated $200K sold.

Laurel Wealth Advisors (California) first reported a position in DOC in Q4 2015 and held it in 20 quarters. The position peaked at $1.04M in Q4 2015. 591 funds tracked by Wall St. Rank hold DOC as of Q3 2022.

  • Laurel Wealth Advisors (California) reported no remaining Healthpeak Properties position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 7,721 Healthpeak Properties shares in Q3 2022, an estimated $200K.
  • Laurel Wealth Advisors (California) first reported a position in Healthpeak Properties in Q4 2015 and held it in 20 quarters.
  • Laurel Wealth Advisors (California)'s Healthpeak Properties position peaked at $1.04M in Q4 2015.
  • 591 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2022, filed 14 Nov 2022.