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Mirabella Financial Services’s Healthpeak Properties DOC Stock Holding History

Mirabella Financial Services’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
-89,955
Closed -$1.69M – 495
2024
Q1 		$1.69M Buy
+89,955
New +$1.63M 0.12% 133
2022
Q1 		– Sell
-25,620
Closed -$925K – 576
2021
Q4 		$925K Buy
25,620
+15,520
+154% +$535K 0.09% 173
2021
Q3 		$338K Buy
+10,100
New +$358K 0.04% 298
2021
Q2 		– Sell
-8,418
Closed -$267K – 320
2021
Q1 		$267K Buy
+8,418
New +$256K 0.08% 191

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Mirabella Financial Services's DOC Position: Q2 2024 in Review

Mirabella Financial Services sold out of Healthpeak Properties (DOC) in Q2 2024, closing a stake of 89,955 shares — an estimated $1.69M sold.

Mirabella Financial Services first reported a position in DOC in Q1 2021 and held it in 4 quarters. The position peaked at $1.69M in Q1 2024. 707 funds tracked by Wall St. Rank hold DOC as of Q2 2024.

  • Mirabella Financial Services reported no remaining Healthpeak Properties position as of Q2 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 89,955 Healthpeak Properties shares in Q2 2024, an estimated $1.69M.
  • Mirabella Financial Services first reported a position in Healthpeak Properties in Q1 2021 and held it in 4 quarters.
  • Mirabella Financial Services's Healthpeak Properties position peaked at $1.69M in Q1 2024.
  • 707 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2024.

Based on Mirabella Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.