MAFM
DOC icon

Mid Atlantic Financial Management’s Healthpeak Properties DOC Stock Holding History

Mid Atlantic Financial 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
Q3 		– Sell
-6,773
Closed -$225K – 923
2021
Q2 		$225K Buy
+6,773
New +$227K 0.02% 782

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 $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Mid Atlantic Financial Management's DOC Position: Q3 2021 in Review

Mid Atlantic Financial Management sold out of Healthpeak Properties (DOC) in Q3 2021, closing a stake of 6,773 shares — an estimated $225K sold.

Mid Atlantic Financial Management first reported a position in DOC in Q2 2021 and held it in 1 quarter. The position peaked at $225K in Q2 2021. 579 funds tracked by Wall St. Rank hold DOC as of Q3 2021.

  • Mid Atlantic Financial Management reported no remaining Healthpeak Properties position as of Q3 2021 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 6,773 Healthpeak Properties shares in Q3 2021, an estimated $225K.
  • Mid Atlantic Financial Management first reported a position in Healthpeak Properties in Q2 2021 and held it in 1 quarter.
  • Mid Atlantic Financial Management's Healthpeak Properties position peaked at $225K in Q2 2021.
  • 579 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.