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Liberty Wealth Management’s Healthpeak Properties DOC Stock Holding History

Liberty 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
2021
Q4 		– Sell
-1,696
Closed -$56K – 403
2021
Q3 		$56K Buy
1,696
+39
+2% +$1.38K 0.02% 398
2021
Q2 		$55K Hold
1,657
– – 0.02% 302
2021
Q1 		$50K Hold
1,657
– – 0.02% 279
2020
Q4 		$50K Hold
1,657
– – 0.02% 276
2020
Q3 		$45K Hold
1,657
– – 0.03% 250
2020
Q2 		$46K Hold
1,657
– – 0.03% 230
2020
Q1 		$40K Hold
1,657
– – 0.03% 236
2019
Q4 		$57K Buy
1,657
+14
+0.9% +$490 0.04% 223
2019
Q3 		$59K Sell
1,643
-1,400
-46% -$47.3K 0.06% 204
2019
Q2 		$97K Buy
3,043
+1,400
+85% +$43.5K 0.09% 170
2019
Q1 		$51K Buy
1,643
+25
+2% +$762 0.04% 199
2018
Q4 		$45K Buy
+1,618
New +$44.8K 0.03% 201

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Liberty Wealth Management's DOC Position: Q4 2021 in Review

Liberty Wealth Management sold out of Healthpeak Properties (DOC) in Q4 2021, closing a stake of 1,696 shares — an estimated $56K sold.

Liberty Wealth Management first reported a position in DOC in Q4 2018 and held it in 12 quarters. The position peaked at $97K in Q2 2019. 615 funds tracked by Wall St. Rank hold DOC as of Q4 2021.

  • Liberty Wealth Management reported no remaining Healthpeak Properties position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,696 Healthpeak Properties shares in Q4 2021, an estimated $56K.
  • Liberty Wealth Management first reported a position in Healthpeak Properties in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Healthpeak Properties position peaked at $97K in Q2 2019.
  • 615 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.