Ridgecrest Wealth Partners’s Healthpeak Properties DOC Stock Holding History

Ridgecrest Wealth Partners’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	-10,493	Closed	-$240K	–	96
2022 Q3	$240K	Hold	10,493	–	–	0.2%	81
2022 Q2	$272K	Hold	10,493	–	–	0.2%	82
2022 Q1	$360K	Hold	10,493	–	–	0.23%	80
2021 Q4	$379K	Hold	10,493	–	–	0.18%	88
2021 Q3	$351K	Buy	+10,493	New	+$371K	0.19%	84

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ridgecrest Wealth Partners's DOC Position: Q4 2022 in Review

Ridgecrest Wealth Partners sold out of Healthpeak Properties (DOC) in Q4 2022, closing a stake of 10,493 shares — an estimated $240K sold.

Ridgecrest Wealth Partners first reported a position in DOC in Q3 2021 and held it in 5 quarters. The position peaked at $379K in Q4 2021. 612 funds tracked by Wall St. Rank hold DOC as of Q4 2022.

Ridgecrest Wealth Partners reported no remaining Healthpeak Properties position as of Q4 2022 after selling out during the quarter.
Ridgecrest Wealth Partners sold 10,493 Healthpeak Properties shares in Q4 2022, an estimated $240K.
Ridgecrest Wealth Partners first reported a position in Healthpeak Properties in Q3 2021 and held it in 5 quarters.
Ridgecrest Wealth Partners's Healthpeak Properties position peaked at $379K in Q4 2021.
612 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2022.

Based on Ridgecrest Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.