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Red Tortoise LLC’s Healthpeak Properties DOC Stock Holding History

Red Tortoise LLC’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 		– Sell
-122
Closed -$2.68K – 573
2023
Q1 		$2.68K Hold
122
– – ﹤0.01% 385
2022
Q4 		$3.06K Buy
+122
New +$2.96K ﹤0.01% 394
2021
Q4 		– Sell
-122
Closed -$3K – 193
2021
Q3 		$3K Buy
+122
New +$4.32K ﹤0.01% 356

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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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Red Tortoise LLC's DOC Position: Q2 2023 in Review

Red Tortoise LLC sold out of Healthpeak Properties (DOC) in Q2 2023, closing a stake of 122 shares — an estimated $2.68K sold.

Red Tortoise LLC first reported a position in DOC in Q3 2021 and held it in 3 quarters. The position peaked at $3.06K in Q4 2022. 609 funds tracked by Wall St. Rank hold DOC as of Q2 2023.

  • Red Tortoise LLC reported no remaining Healthpeak Properties position as of Q2 2023 after selling out during the quarter.
  • Red Tortoise LLC sold 122 Healthpeak Properties shares in Q2 2023, an estimated $2.68K.
  • Red Tortoise LLC first reported a position in Healthpeak Properties in Q3 2021 and held it in 3 quarters.
  • Red Tortoise LLC's Healthpeak Properties position peaked at $3.06K in Q4 2022.
  • 609 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2023.

Based on Red Tortoise LLC's 13F filing for Q2 2023, filed 26 Jul 2023.