SS&H Financial Advisors’s Healthpeak Properties DOC Stock Holding History

SS&H Financial 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
2022 Q2	–	Sell	-6,800	Closed	-$233K	–	122
2022 Q1	$233K	Buy	+6,800	New	+$229K	0.09%	124

Other funds holding DOC

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SS&H Financial Advisors's DOC Position: Q2 2022 in Review

SS&H Financial Advisors sold out of Healthpeak Properties (DOC) in Q2 2022, closing a stake of 6,800 shares — an estimated $233K sold.

SS&H Financial Advisors first reported a position in DOC in Q1 2022 and held it in 1 quarter. The position peaked at $233K in Q1 2022. 613 funds tracked by Wall St. Rank hold DOC as of Q2 2022.

SS&H Financial Advisors reported no remaining Healthpeak Properties position as of Q2 2022 after selling out during the quarter.
SS&H Financial Advisors sold 6,800 Healthpeak Properties shares in Q2 2022, an estimated $233K.
SS&H Financial Advisors first reported a position in Healthpeak Properties in Q1 2022 and held it in 1 quarter.
SS&H Financial Advisors's Healthpeak Properties position peaked at $233K in Q1 2022.
613 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2022.

Based on SS&H Financial Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.