RWM
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Ritholtz Wealth Management’s Healthpeak Properties DOC Stock Holding History

Ritholtz Wealth Management’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
-12,269
Closed -$281K – 619
2022
Q3 		$281K Buy
+12,269
New +$324K 0.01% 555

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ritholtz Wealth Management's DOC Position: Q4 2022 in Review

Ritholtz Wealth Management sold out of Healthpeak Properties (DOC) in Q4 2022, closing a stake of 12,269 shares — an estimated $281K sold.

Ritholtz Wealth Management first reported a position in DOC in Q3 2022 and held it in 1 quarter. The position peaked at $281K in Q3 2022. 612 funds tracked by Wall St. Rank hold DOC as of Q4 2022.

  • Ritholtz Wealth Management reported no remaining Healthpeak Properties position as of Q4 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 12,269 Healthpeak Properties shares in Q4 2022, an estimated $281K.
  • Ritholtz Wealth Management first reported a position in Healthpeak Properties in Q3 2022 and held it in 1 quarter.
  • Ritholtz Wealth Management's Healthpeak Properties position peaked at $281K in Q3 2022.
  • 612 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2022.

Based on Ritholtz Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.