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McElhenny Sheffield Capital Management’s Healthpeak Properties DOC Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-541
Closed -$13.6K – 212
2022
Q4 		$13.6K Buy
+541
New +$13.2K 0.01% 310

Other funds holding DOC

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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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

McElhenny Sheffield Capital Management's DOC Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Healthpeak Properties (DOC) in Q1 2023, closing a stake of 541 shares — an estimated $13.6K sold.

McElhenny Sheffield Capital Management first reported a position in DOC in Q4 2022 and held it in 1 quarter. The position peaked at $13.6K in Q4 2022. 592 funds tracked by Wall St. Rank hold DOC as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Healthpeak Properties position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 541 Healthpeak Properties shares in Q1 2023, an estimated $13.6K.
  • McElhenny Sheffield Capital Management first reported a position in Healthpeak Properties in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Healthpeak Properties position peaked at $13.6K in Q4 2022.
  • 592 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.