Ropes Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Ropes Wealth Advisors’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 Q3	–	Sell	-21,100	Closed	-$547K	–	264
2022 Q2	$547K	Hold	21,100	–	–	0.11%	157
2022 Q1	$724K	Buy	+21,100	New	+$711K	0.12%	155
2019 Q1	–	Sell	-105	Closed	-$3K	–	515
2018 Q4	$3K	Buy	+105	New	+$2.91K	﹤0.01%	474

Other funds holding DOC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ropes Wealth Advisors's DOC Position: Q3 2022 in Review

Ropes Wealth Advisors sold out of Healthpeak Properties (DOC) in Q3 2022, closing a stake of 21,100 shares — an estimated $547K sold.

Ropes Wealth Advisors first reported a position in DOC in Q4 2018 and held it in 3 quarters. The position peaked at $724K in Q1 2022. 591 funds tracked by Wall St. Rank hold DOC as of Q3 2022.

Ropes Wealth Advisors reported no remaining Healthpeak Properties position as of Q3 2022 after selling out during the quarter.
Ropes Wealth Advisors sold 21,100 Healthpeak Properties shares in Q3 2022, an estimated $547K.
Ropes Wealth Advisors first reported a position in Healthpeak Properties in Q4 2018 and held it in 3 quarters.
Ropes Wealth Advisors's Healthpeak Properties position peaked at $724K in Q1 2022.
591 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2022.

Based on Ropes Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.