LWANC
DOC icon

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

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-68
Closed -$1.27K – 661
2024
Q1 		$1.27K Buy
+68
New +$1.24K ﹤0.01% 573

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s DOC Position: Q2 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of Healthpeak Properties (DOC) in Q2 2024, closing a stake of 68 shares — an estimated $1.27K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in DOC in Q1 2024 and held it in 1 quarter. The position peaked at $1.27K in Q1 2024. 708 funds tracked by Wall St. Rank hold DOC as of Q2 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Healthpeak Properties position as of Q2 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 68 Healthpeak Properties shares in Q2 2024, an estimated $1.27K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Healthpeak Properties in Q1 2024 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s Healthpeak Properties position peaked at $1.27K in Q1 2024.
  • 708 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2024, filed 31 Jul 2024.