Lenox Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Lenox Wealth Advisors’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 Q1	$0	Sell	3 -33	-92%	-$1.11K	﹤0.01%	821
2021 Q4	$1K	Sell	36 -117	-76%	-$4.04K	﹤0.01%	824
2021 Q3	$5K	Hold	153	–	–	﹤0.01%	551
2021 Q2	$5K	Sell	153 -215	-58%	-$7.22K	﹤0.01%	548
2021 Q1	$12K	Buy	+368	New	+$11.2K	﹤0.01%	381
2020 Q3	–	Sell	-445	Closed	-$12K	–	581
2020 Q2	$12K	Buy	+445	New	+$11.4K	﹤0.01%	354
2019 Q3	–	Sell	-224	Closed	-$7K	–	622
2019 Q2	$7K	Hold	224	–	–	﹤0.01%	299
2019 Q1	$7K	Hold	224	–	–	﹤0.01%	306
2018 Q4	$6K	Hold	224	–	–	﹤0.01%	282
2018 Q3	$6K	Hold	224	–	–	﹤0.01%	298
2018 Q2	$6K	Buy	+224	New	+$5.28K	﹤0.01%	434

Other funds holding DOC

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Norges Bank Oslo, Norway $935B AUM

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Lenox Wealth Advisors's DOC Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Healthpeak Properties (DOC) stake by 92% in Q1 2022, selling an estimated $1.11K and leaving 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Lenox Wealth Advisors first reported a position in DOC in Q2 2018 and has held it in 11 quarters since. The position peaked at $12K in Q1 2021. 630 funds tracked by Wall St. Rank hold DOC as of Q1 2022.

Lenox Wealth Advisors held 3 shares of Healthpeak Properties worth $0 as of Q1 2022.
Lenox Wealth Advisors sold 33 Healthpeak Properties shares in Q1 2022, an estimated $1.11K.
Healthpeak Properties made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #821 holding.
Lenox Wealth Advisors first reported a position in Healthpeak Properties in Q2 2018 and has held it in 11 quarters since.
Lenox Wealth Advisors's Healthpeak Properties position peaked at $12K in Q1 2021.
630 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.