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Mystic Asset Management’s Healthpeak Properties DOC Stock Holding History

Mystic Asset 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
2023
Q2 		– Sell
-9,400
Closed -$207K – 142
2023
Q1 		$207K Hold
9,400
– – 0.11% 145
2022
Q4 		$236K Sell
9,400
-100
-1% -$2.43K 0.13% 138
2022
Q3 		$217K Hold
9,500
– – 0.14% 134
2022
Q2 		$246K Sell
9,500
-100
-1% -$3.03K 0.15% 133
2022
Q1 		$329K Sell
9,600
-350
-4% -$11.8K 0.18% 127
2021
Q4 		$359K Buy
+9,950
New +$343K 0.17% 124

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Mystic Asset Management's DOC Position: Q2 2023 in Review

Mystic Asset Management sold out of Healthpeak Properties (DOC) in Q2 2023, closing a stake of 9,400 shares — an estimated $207K sold.

Mystic Asset Management first reported a position in DOC in Q4 2021 and held it in 6 quarters. The position peaked at $359K in Q4 2021. 609 funds tracked by Wall St. Rank hold DOC as of Q2 2023.

  • Mystic Asset Management reported no remaining Healthpeak Properties position as of Q2 2023 after selling out during the quarter.
  • Mystic Asset Management sold 9,400 Healthpeak Properties shares in Q2 2023, an estimated $207K.
  • Mystic Asset Management first reported a position in Healthpeak Properties in Q4 2021 and held it in 6 quarters.
  • Mystic Asset Management's Healthpeak Properties position peaked at $359K in Q4 2021.
  • 609 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2023.

Based on Mystic Asset Management's 13F filing for Q2 2023, filed 11 Aug 2023.