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

Ruedi 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
2024
Q3 		– Sell
-11
Closed -$216 – 389
2024
Q2 		$216 Buy
+11
New +$210 ﹤0.01% 451

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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Ruedi Wealth Management's DOC Position: Q3 2024 in Review

Ruedi Wealth Management sold out of Healthpeak Properties (DOC) in Q3 2024, closing a stake of 11 shares — an estimated $216 sold.

Ruedi Wealth Management first reported a position in DOC in Q2 2024 and held it in 1 quarter. The position peaked at $216 in Q2 2024. 733 funds tracked by Wall St. Rank hold DOC as of Q3 2024.

  • Ruedi Wealth Management reported no remaining Healthpeak Properties position as of Q3 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 11 Healthpeak Properties shares in Q3 2024, an estimated $216.
  • Ruedi Wealth Management first reported a position in Healthpeak Properties in Q2 2024 and held it in 1 quarter.
  • Ruedi Wealth Management's Healthpeak Properties position peaked at $216 in Q2 2024.
  • 733 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2024.

Based on Ruedi Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.