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Prospera Financial Services’s Healthpeak Properties DOC Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-114
Closed -$4K – 1848
2022
Q1 		$4K Buy
+114
New +$3.84K ﹤0.01% 2308
2019
Q1 		– Sell
-20,750
Closed -$580K – 345
2018
Q4 		$580K Buy
20,750
+3,100
+18% +$85.8K 0.12% 175
2018
Q3 		$447K Sell
17,650
-4,991
-22% -$131K 0.08% 232
2018
Q2 		$593K Buy
22,641
+1,800
+9% +$42.4K 0.08% 203
2018
Q1 		$486K Buy
20,841
+426
+2% +$9.9K 0.07% 243
2017
Q4 		$520K Buy
20,415
+973
+5% +$25.8K 0.08% 208
2017
Q3 		$530K Buy
19,442
+334
+2% +$10K 0.08% 225
2017
Q2 		$599K Sell
19,108
-66
-0.3% -$2.09K 0.1% 192
2017
Q1 		$598K Buy
19,174
+6,633
+53% +$204K 0.11% 162
2016
Q4 		$385K Sell
12,541
-1,119
-8% -$34.1K 0.08% 224
2016
Q3 		$472K Hold
13,660
– – 0.09% 191
2016
Q2 		$440K Sell
13,660
-220
-2% -$6.83K 0.09% 192
2016
Q1 		$412K Buy
13,880
+258
+2% +$7.74K 0.09% 164
2015
Q4 		$474K Buy
13,622
+4,996
+58% +$167K 0.1% 137
2015
Q3 		$293K Sell
8,626
-296
-3% -$10.2K 0.07% 191
2015
Q2 		$296K Sell
8,922
-183
-2% -$6.66K 0.07% 201
2015
Q1 		$358K Sell
9,105
-549
-6% -$22K 0.08% 182
2014
Q4 		$387K Sell
9,654
-55
-0.6% -$2.18K 0.1% 172
2014
Q3 		$351K Buy
9,709
+220
+2% +$8.34K 0.09% 169
2014
Q2 		$358K Buy
9,489
+20
+0.2% +$753 0.1% 168
2014
Q1 		$335K Buy
9,469
+597
+7% +$20.6K 0.11% 150
2013
Q4 		$293K Sell
8,872
-1,338
-13% -$47.7K 0.1% 166
2013
Q3 		$390K Sell
10,210
-130
-1% -$5.07K 0.15% 130
2013
Q2 		$423K Buy
+10,340
New +$472K 0.2% 113

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prospera Financial Services's DOC Position: Q2 2022 in Review

Prospera Financial Services sold out of Healthpeak Properties (DOC) in Q2 2022, closing a stake of 114 shares — an estimated $4K sold.

Prospera Financial Services first reported a position in DOC in Q2 2013 and held it in 24 quarters. The position peaked at $599K in Q2 2017. 614 funds tracked by Wall St. Rank hold DOC as of Q2 2022.

  • Prospera Financial Services reported no remaining Healthpeak Properties position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 114 Healthpeak Properties shares in Q2 2022, an estimated $4K.
  • Prospera Financial Services first reported a position in Healthpeak Properties in Q2 2013 and held it in 24 quarters.
  • Prospera Financial Services's Healthpeak Properties position peaked at $599K in Q2 2017.
  • 614 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.