One Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

One Wealth 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
2023 Q4	–	Sell	-13,867	Closed	-$255K	–	216
2023 Q3	$255K	Hold	13,867	–	–	0.06%	157
2023 Q2	$279K	Hold	13,867	–	–	0.06%	152
2023 Q1	$305K	Buy	13,867 +259	+2%	+$6.42K	0.07%	146
2022 Q4	$341K	Sell	13,608 -196	-1%	-$4.76K	0.08%	130
2022 Q3	$316K	Buy	13,804 +149	+1%	+$3.94K	0.1%	111
2022 Q2	$354K	Buy	13,655 +191	+1%	+$5.79K	0.09%	116
2022 Q1	$462K	Buy	13,464 +196	+1%	+$6.6K	0.11%	95
2021 Q4	$479K	Sell	13,268 -1,336	-9%	-$46.1K	0.12%	92
2021 Q3	$489K	Hold	14,604	–	–	0.14%	95
2021 Q2	$486K	Hold	14,604	–	–	0.15%	81
2021 Q1	$464K	Buy	14,604 +124	+0.9%	+$3.77K	0.18%	71
2020 Q4	$438K	Buy	14,480 +184	+1%	+$5.35K	0.24%	49
2020 Q3	$388K	Hold	14,296	–	–	0.27%	40
2020 Q2	$394K	Hold	14,296	–	–	0.31%	36
2020 Q1	$341K	Hold	14,296	–	–	0.34%	40
2019 Q4	$493K	Buy	+14,296	New	+$500K	0.36%	37
2019 Q3	–	Sell	-14,296	Closed	-$457K	–	119
2019 Q2	$457K	Hold	14,296	–	–	0.38%	41
2019 Q1	$447K	Hold	14,296	–	–	0.37%	39
2018 Q4	$399K	Sell	14,296 -15,000	-51%	-$415K	0.4%	38
2018 Q3	$771K	Hold	29,296	–	–	0.59%	17
2018 Q2	$756K	Hold	29,296	–	–	0.6%	17
2018 Q1	$681K	Buy	29,296 +487	+2%	+$11.3K	0.6%	16
2017 Q4	$751K	Buy	+28,809	New	+$764K	0.61%	16

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

One Wealth Advisors's DOC Position: Q4 2023 in Review

One Wealth Advisors sold out of Healthpeak Properties (DOC) in Q4 2023, closing a stake of 13,867 shares — an estimated $255K sold.

One Wealth Advisors first reported a position in DOC in Q4 2017 and held it in 23 quarters. The position peaked at $771K in Q3 2018. 614 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

One Wealth Advisors reported no remaining Healthpeak Properties position as of Q4 2023 after selling out during the quarter.
One Wealth Advisors sold 13,867 Healthpeak Properties shares in Q4 2023, an estimated $255K.
One Wealth Advisors first reported a position in Healthpeak Properties in Q4 2017 and held it in 23 quarters.
One Wealth Advisors's Healthpeak Properties position peaked at $771K in Q3 2018.
614 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2023.

Based on One Wealth Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.