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Professional Financial Advisors’s Healthpeak Properties DOC Stock Holding History

Professional Financial 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
2022
Q4 		– Sell
-850
Closed -$19K – 174
2022
Q3 		$19K Hold
850
– – 0.01% 225
2022
Q2 		$22K Hold
850
– – 0.01% 219
2022
Q1 		$29K Hold
850
– – 0.01% 196
2021
Q4 		$31K Hold
850
– – 0.01% 208
2021
Q3 		$28K Hold
850
– – 0.02% 184
2021
Q2 		$29K Hold
850
– – 0.02% 186
2021
Q1 		$27K Hold
850
– – 0.02% 171
2020
Q4 		$26K Hold
850
– – 0.02% 167
2020
Q3 		$23K Buy
+850
New +$23.3K 0.02% 155

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 $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Professional Financial Advisors's DOC Position: Q4 2022 in Review

Professional Financial Advisors sold out of Healthpeak Properties (DOC) in Q4 2022, closing a stake of 850 shares — an estimated $19K sold.

Professional Financial Advisors first reported a position in DOC in Q3 2020 and held it in 9 quarters. The position peaked at $31K in Q4 2021. 612 funds tracked by Wall St. Rank hold DOC as of Q4 2022.

  • Professional Financial Advisors reported no remaining Healthpeak Properties position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 850 Healthpeak Properties shares in Q4 2022, an estimated $19K.
  • Professional Financial Advisors first reported a position in Healthpeak Properties in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's Healthpeak Properties position peaked at $31K in Q4 2021.
  • 612 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.