SW
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Simplicity Wealth’s Healthpeak Properties DOC Stock Holding History

Simplicity Wealth’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
-33,176
Closed -$650K – 679
2024
Q2 		$650K Buy
33,176
+1,851
+6% +$35.4K 0.01% 655
2024
Q1 		$587K Buy
+31,325
New +$569K 0.01% 674

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
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

Simplicity Wealth's DOC Position: Q3 2024 in Review

Simplicity Wealth sold out of Healthpeak Properties (DOC) in Q3 2024, closing a stake of 33,176 shares — an estimated $650K sold.

Simplicity Wealth first reported a position in DOC in Q1 2024 and held it in 2 quarters. The position peaked at $650K in Q2 2024. 733 funds tracked by Wall St. Rank hold DOC as of Q3 2024.

  • Simplicity Wealth reported no remaining Healthpeak Properties position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 33,176 Healthpeak Properties shares in Q3 2024, an estimated $650K.
  • Simplicity Wealth first reported a position in Healthpeak Properties in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Healthpeak Properties position peaked at $650K in Q2 2024.
  • 733 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.