SOA Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

SOA 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
2021 Q2	–	Sell	-48	Closed	-$1K	–	881
2021 Q1	$1K	Buy	48 +30	+167%	+$911	﹤0.01%	762
2020 Q4	$0	Buy	+18	New	+$524	﹤0.01%	809

Other funds holding DOC

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

Cohen & Steers New York $63.2B AUM 17.15% 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

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SOA Wealth Advisors's DOC Position: Q2 2021 in Review

SOA Wealth Advisors sold out of Healthpeak Properties (DOC) in Q2 2021, closing a stake of 48 shares — an estimated $1K sold.

SOA Wealth Advisors first reported a position in DOC in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 582 funds tracked by Wall St. Rank hold DOC as of Q2 2021.

SOA Wealth Advisors reported no remaining Healthpeak Properties position as of Q2 2021 after selling out during the quarter.
SOA Wealth Advisors sold 48 Healthpeak Properties shares in Q2 2021, an estimated $1K.
SOA Wealth Advisors first reported a position in Healthpeak Properties in Q4 2020 and held it in 2 quarters.
SOA Wealth Advisors's Healthpeak Properties position peaked at $1K in Q1 2021.
582 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2021.

Based on SOA Wealth Advisors's 13F filing for Q2 2021, filed 14 Jul 2021.