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Opal Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Opal 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
2024
Q3 		– Sell
-528
Closed -$10.3K – 452
2024
Q2 		$10.3K Buy
+528
New +$10.1K ﹤0.01% 654

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
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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Opal Wealth Advisors's DOC Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Healthpeak Properties (DOC) in Q3 2024, closing a stake of 528 shares — an estimated $10.3K sold.

Opal Wealth Advisors first reported a position in DOC in Q2 2024 and held it in 1 quarter. The position peaked at $10.3K in Q2 2024. 733 funds tracked by Wall St. Rank hold DOC as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Healthpeak Properties position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 528 Healthpeak Properties shares in Q3 2024, an estimated $10.3K.
  • Opal Wealth Advisors first reported a position in Healthpeak Properties in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Healthpeak Properties position peaked at $10.3K in Q2 2024.
  • 733 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.