SPWM
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Spartan Planning & Wealth Management’s Healthpeak Properties DOC Stock Holding History

Spartan Planning & 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
2022
Q2 		– Sell
-3,969
Closed -$136K – 111
2022
Q1 		$136K Buy
+3,969
New +$134K 0.17% 60

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spartan Planning & Wealth Management's DOC Position: Q2 2022 in Review

Spartan Planning & Wealth Management sold out of Healthpeak Properties (DOC) in Q2 2022, closing a stake of 3,969 shares — an estimated $136K sold.

Spartan Planning & Wealth Management first reported a position in DOC in Q1 2022 and held it in 1 quarter. The position peaked at $136K in Q1 2022. 613 funds tracked by Wall St. Rank hold DOC as of Q2 2022.

  • Spartan Planning & Wealth Management reported no remaining Healthpeak Properties position as of Q2 2022 after selling out during the quarter.
  • Spartan Planning & Wealth Management sold 3,969 Healthpeak Properties shares in Q2 2022, an estimated $136K.
  • Spartan Planning & Wealth Management first reported a position in Healthpeak Properties in Q1 2022 and held it in 1 quarter.
  • Spartan Planning & Wealth Management's Healthpeak Properties position peaked at $136K in Q1 2022.
  • 613 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2022.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.