MONECO Advisors’s Healthpeak Properties DOC Stock Holding History

MONECO Advisors’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 Q4	–	Sell	-90,387	Closed	-$2.07M	–	473
2024 Q3	$2.07M	Buy	+90,387	New	+$1.95M	0.26%	103

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

MONECO Advisors's DOC Position: Q4 2024 in Review

MONECO Advisors sold out of Healthpeak Properties (DOC) in Q4 2024, closing a stake of 90,387 shares — an estimated $2.07M sold.

MONECO Advisors first reported a position in DOC in Q3 2024 and held it in 1 quarter. The position peaked at $2.07M in Q3 2024. 761 funds tracked by Wall St. Rank hold DOC as of Q4 2024.

MONECO Advisors reported no remaining Healthpeak Properties position as of Q4 2024 after selling out during the quarter.
MONECO Advisors sold 90,387 Healthpeak Properties shares in Q4 2024, an estimated $2.07M.
MONECO Advisors first reported a position in Healthpeak Properties in Q3 2024 and held it in 1 quarter.
MONECO Advisors's Healthpeak Properties position peaked at $2.07M in Q3 2024.
761 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2024.

Based on MONECO Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.