Smith Salley Wealth Management’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-84,866
| Closed | -$3.06M | – | 242 |
|
|
2021
Q4 | $3.06M | Sell |
84,866
-92
| -0.1% | -$3.17K | 0.22% | 88 |
|
|
2021
Q3 | $2.84M | Sell |
84,958
-31,938
| -27% | -$1.13M | 0.22% | 88 |
|
|
2021
Q2 | $3.89M | Sell |
116,896
-2,055
| -2% | -$69K | 0.31% | 68 |
|
|
2021
Q1 | $3.77M | Buy |
118,951
+1,029
| +0.9% | +$31.3K | 0.34% | 67 |
|
|
2020
Q4 | $3.56M | Sell |
117,922
-215
| -0.2% | -$6.26K | 0.36% | 65 |
|
|
2020
Q3 | $3.21M | Buy |
118,137
+917
| +0.8% | +$25.1K | 0.39% | 65 |
|
|
2020
Q2 | $3.23M | Buy |
117,220
+2,023
| +2% | +$51.6K | 0.43% | 63 |
|
|
2020
Q1 | $2.75M | Sell |
115,197
-4,116
| -3% | -$134K | 0.46% | 61 |
|
|
2019
Q4 | $4.11M | Buy |
119,313
+1,468
| +1% | +$51.4K | 0.54% | 58 |
|
|
2019
Q3 | $4.2M | Buy |
117,845
+6,889
| +6% | +$233K | 0.6% | 55 |
|
|
2019
Q2 | $3.55M | Sell |
110,956
-4,827
| -4% | -$150K | 0.53% | 59 |
|
|
2019
Q1 | $3.62M | Buy |
115,783
+6,202
| +6% | +$189K | 0.58% | 57 |
|
|
2018
Q4 | $3.06M | Sell |
109,581
-2,422
| -2% | -$67K | 0.56% | 60 |
|
|
2018
Q3 | $2.95M | Sell |
112,003
-7,368
| -6% | -$194K | 0.47% | 67 |
|
|
2018
Q2 | $3.08M | Buy |
119,371
+2,260
| +2% | +$53.3K | 0.53% | 64 |
|
|
2018
Q1 | $2.72M | Buy |
117,111
+36,516
| +45% | +$848K | 0.49% | 69 |
|
|
2017
Q4 | $2.1M | Buy |
80,595
+2,249
| +3% | +$59.6K | 0.38% | 77 |
|
|
2017
Q3 | $2.18M | Sell |
78,346
-512
| -0.6% | -$15.4K | 0.42% | 78 |
|
|
2017
Q2 | $2.52M | Buy |
78,858
+26
| +0% | +$824 | 0.51% | 74 |
|
|
2017
Q1 | $2.47M | Buy |
78,832
+4,502
| +6% | +$138K | 0.51% | 71 |
|
|
2016
Q4 | $2.21M | Buy |
+74,330
| New | +$2.27M | 0.46% | 75 |
|
|
2016
Q2 | – | Sell |
-49,600
| Closed | -$1.47M | – | 164 |
|
|
2016
Q1 | $1.47M | Sell |
49,600
-482
| -1% | -$14.5K | 0.37% | 78 |
|
|
2015
Q4 | $1.74M | Sell |
50,082
-1,169
| -2% | -$39.1K | 0.43% | 71 |
|
|
2015
Q3 | $1.74M | Sell |
51,251
-388
| -0.8% | -$13.4K | 0.47% | 70 |
|
|
2015
Q2 | $1.72M | Buy |
51,639
+5,684
| +12% | +$207K | 0.44% | 71 |
|
|
2015
Q1 | $1.81M | Buy |
45,955
+4,600
| +11% | +$185K | 0.46% | 70 |
|
|
2014
Q4 | $1.66M | Buy |
41,355
+8,528
| +26% | +$338K | 0.43% | 71 |
|
|
2014
Q3 | $1.19M | Buy |
32,827
+22,024
| +204% | +$835K | 0.32% | 95 |
|
|
2014
Q2 | $407K | Buy |
+10,803
| New | +$407K | 0.11% | 138 |
|
Other funds holding DOC
PI
Smith Salley Wealth Management's DOC Position: Q1 2022 in Review
Smith Salley Wealth Management sold out of Healthpeak Properties (DOC) in Q1 2022, closing a stake of 84,866 shares — an estimated $3.06M sold.
Smith Salley Wealth Management first reported a position in DOC in Q2 2014 and held it in 29 quarters. The position peaked at $4.2M in Q3 2019. 631 funds tracked by Wall St. Rank hold DOC as of Q1 2022.
- Smith Salley Wealth Management reported no remaining Healthpeak Properties position as of Q1 2022 after selling out during the quarter.
- Smith Salley Wealth Management sold 84,866 Healthpeak Properties shares in Q1 2022, an estimated $3.06M.
- Smith Salley Wealth Management first reported a position in Healthpeak Properties in Q2 2014 and held it in 29 quarters.
- Smith Salley Wealth Management's Healthpeak Properties position peaked at $4.2M in Q3 2019.
- 631 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2022.
Based on Smith Salley Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.