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Marcum Wealth’s Healthpeak Properties DOC Stock Holding History

Marcum Wealth’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
-10,224
Closed -$192K – 396
2024
Q1 		$192K Buy
+10,224
New +$186K 0.02% 349
2023
Q2 		– Sell
-10,060
Closed -$221K – 391
2023
Q1 		$221K Buy
+10,060
New +$249K 0.03% 303

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 $3.37T AUM 44.26% 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

Marcum Wealth's DOC Position: Q2 2024 in Review

Marcum Wealth sold out of Healthpeak Properties (DOC) in Q2 2024, closing a stake of 10,224 shares — an estimated $192K sold.

Marcum Wealth first reported a position in DOC in Q1 2023 and held it in 2 quarters. The position peaked at $221K in Q1 2023. 708 funds tracked by Wall St. Rank hold DOC as of Q2 2024.

  • Marcum Wealth reported no remaining Healthpeak Properties position as of Q2 2024 after selling out during the quarter.
  • Marcum Wealth sold 10,224 Healthpeak Properties shares in Q2 2024, an estimated $192K.
  • Marcum Wealth first reported a position in Healthpeak Properties in Q1 2023 and held it in 2 quarters.
  • Marcum Wealth's Healthpeak Properties position peaked at $221K in Q1 2023.
  • 708 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2024.

Based on Marcum Wealth's 13F filing for Q2 2024, filed 2 Jul 2024.