PFG
DOC icon

Piershale Financial Group’s Healthpeak Properties DOC Stock Holding History

Piershale Financial Group’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 		$5.21K Hold
259
– – ﹤0.01% 166
2023
Q1 		$5.69K Hold
259
– – ﹤0.01% 155
2022
Q4 		$6.49K Buy
+259
New +$6.29K 0.01% 149

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 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 $432B AUM 29.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Piershale Financial Group's DOC Position: Q2 2023 in Review

Piershale Financial Group held its Healthpeak Properties (DOC) position steady in Q2 2023 at 259 shares worth $5.21K. The position accounts for ﹤0.01% of the portfolio, ranked #166.

Piershale Financial Group first reported a position in DOC in Q4 2022 and has held it in 3 quarters since. The position peaked at $6.49K in Q4 2022. 610 funds tracked by Wall St. Rank hold DOC as of Q2 2023.

  • Piershale Financial Group held 259 shares of Healthpeak Properties worth $5.21K as of Q2 2023.
  • Piershale Financial Group left its Healthpeak Properties share count unchanged in Q2 2023.
  • Healthpeak Properties made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #166 holding.
  • Piershale Financial Group first reported a position in Healthpeak Properties in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's Healthpeak Properties position peaked at $6.49K in Q4 2022.
  • 610 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.