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Provence Wealth Management Group’s Healthpeak Properties DOC Stock Holding History

Provence Wealth Management 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
Q4 		$3.91K Buy
198
+4
+2% +$70 ﹤0.01% 373
2023
Q3 		$3.56K Buy
+194
New +$3.98K ﹤0.01% 382

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Provence Wealth Management Group's DOC Position: Q4 2023 in Review

Provence Wealth Management Group increased its Healthpeak Properties (DOC) stake by 2.1% in Q4 2023, buying an estimated $70 and bringing the position to 198 shares worth $3.91K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Provence Wealth Management Group first reported a position in DOC in Q3 2023 and has held it in 2 quarters since. 614 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

  • Provence Wealth Management Group held 198 shares of Healthpeak Properties worth $3.91K as of Q4 2023.
  • Provence Wealth Management Group bought 4 Healthpeak Properties shares in Q4 2023, an estimated $70.
  • Healthpeak Properties made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #373 holding.
  • Provence Wealth Management Group first reported a position in Healthpeak Properties in Q3 2023 and has held it in 2 quarters since.
  • 614 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.