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Napa Wealth Management’s Healthpeak Properties DOC Stock Holding History

Napa Wealth 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
2024
Q4 		– Sell
-13,833
Closed -$316K – 185
2024
Q3 		$316K Buy
13,833
+3,057
+28% +$65.9K 0.15% 127
2024
Q2 		$211K Buy
+10,776
New +$206K 0.14% 110

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Napa Wealth Management's DOC Position: Q4 2024 in Review

Napa Wealth Management sold out of Healthpeak Properties (DOC) in Q4 2024, closing a stake of 13,833 shares — an estimated $316K sold.

Napa Wealth Management first reported a position in DOC in Q2 2024 and held it in 2 quarters. The position peaked at $316K in Q3 2024. 761 funds tracked by Wall St. Rank hold DOC as of Q4 2024.

  • Napa Wealth Management reported no remaining Healthpeak Properties position as of Q4 2024 after selling out during the quarter.
  • Napa Wealth Management sold 13,833 Healthpeak Properties shares in Q4 2024, an estimated $316K.
  • Napa Wealth Management first reported a position in Healthpeak Properties in Q2 2024 and held it in 2 quarters.
  • Napa Wealth Management's Healthpeak Properties position peaked at $316K in Q3 2024.
  • 761 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2024.

Based on Napa Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.