My Personal CFO LLC’s Healthpeak Properties DOC Stock Holding History

My Personal CFO LLC’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	-55	Closed	-$1.38K	–	267
2022 Q4	$1.38K	Buy	+55	New	+$1.34K	﹤0.01%	580

Other funds holding DOC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

My Personal CFO LLC's DOC Position: Q1 2023 in Review

My Personal CFO LLC sold out of Healthpeak Properties (DOC) in Q1 2023, closing a stake of 55 shares — an estimated $1.38K sold.

My Personal CFO LLC first reported a position in DOC in Q4 2022 and held it in 1 quarter. The position peaked at $1.38K in Q4 2022. 592 funds tracked by Wall St. Rank hold DOC as of Q1 2023.

My Personal CFO LLC reported no remaining Healthpeak Properties position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 55 Healthpeak Properties shares in Q1 2023, an estimated $1.38K.
My Personal CFO LLC first reported a position in Healthpeak Properties in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Healthpeak Properties position peaked at $1.38K in Q4 2022.
592 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.