Sugarloaf Wealth Management’s Healthpeak Properties DOC Stock Holding History

Sugarloaf 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
2023 Q2	–	Sell	-534	Closed	-$11.7K	–	698
2023 Q1	$11.7K	Hold	534	–	–	﹤0.01%	453
2022 Q4	$13.4K	Sell	534 -1	-0.2%	-$24	﹤0.01%	458
2022 Q3	$13K	Hold	535	–	–	﹤0.01%	476
2022 Q2	$14K	Buy	535 +1	+0.2%	+$30	﹤0.01%	467
2022 Q1	$18K	Sell	534 -1	-0.2%	-$34	﹤0.01%	418
2021 Q4	$19K	Hold	535	–	–	﹤0.01%	432
2021 Q3	$18K	Hold	535	–	–	﹤0.01%	443
2021 Q2	$18K	Buy	535 +1	+0.2%	+$34	﹤0.01%	430
2021 Q1	$17K	Hold	534	–	–	0.01%	435
2020 Q4	$16K	Hold	534	–	–	0.01%	419
2020 Q3	$14K	Hold	534	–	–	0.01%	409
2020 Q2	$15K	Hold	534	–	–	0.01%	390
2020 Q1	$13K	Hold	534	–	–	0.01%	397
2019 Q4	$18K	Buy	+534	New	+$18.7K	0.01%	384

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Sugarloaf Wealth Management's DOC Position: Q2 2023 in Review

Sugarloaf Wealth Management sold out of Healthpeak Properties (DOC) in Q2 2023, closing a stake of 534 shares — an estimated $11.7K sold.

Sugarloaf Wealth Management first reported a position in DOC in Q4 2019 and held it in 14 quarters. The position peaked at $19K in Q4 2021. 609 funds tracked by Wall St. Rank hold DOC as of Q2 2023.

Sugarloaf Wealth Management reported no remaining Healthpeak Properties position as of Q2 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 534 Healthpeak Properties shares in Q2 2023, an estimated $11.7K.
Sugarloaf Wealth Management first reported a position in Healthpeak Properties in Q4 2019 and held it in 14 quarters.
Sugarloaf Wealth Management's Healthpeak Properties position peaked at $19K in Q4 2021.
609 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.