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Money Concepts Capital’s Healthpeak Properties DOC Stock Holding History

Money Concepts Capital’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
-567
Closed -$14.2K – 1079
2022
Q4 		$14.2K Buy
+567
New +$13.8K ﹤0.01% 1844
2022
Q2 		– Sell
-1,055
Closed -$36K – 1719
2022
Q1 		$36K Buy
+1,055
New +$35.5K ﹤0.01% 1359

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 $3.38T 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

Money Concepts Capital's DOC Position: Q1 2023 in Review

Money Concepts Capital sold out of Healthpeak Properties (DOC) in Q1 2023, closing a stake of 567 shares — an estimated $14.2K sold.

Money Concepts Capital first reported a position in DOC in Q1 2022 and held it in 2 quarters. The position peaked at $36K in Q1 2022. 592 funds tracked by Wall St. Rank hold DOC as of Q1 2023.

  • Money Concepts Capital reported no remaining Healthpeak Properties position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 567 Healthpeak Properties shares in Q1 2023, an estimated $14.2K.
  • Money Concepts Capital first reported a position in Healthpeak Properties in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Healthpeak Properties position peaked at $36K in Q1 2022.
  • 592 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.