Summit Wealth Group’s Healthpeak Properties DOC Stock Holding History

Summit Wealth Group’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 Q3	–	Sell	-10	Closed	–	–	94
2021 Q2	$0	Hold	10	–	–	﹤0.01%	201
2021 Q1	$0	Buy	+10	New	+$304	﹤0.01%	190

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

Norges Bank Oslo, Norway $935B AUM

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Summit Wealth Group's DOC Position: Q3 2021 in Review

Summit Wealth Group sold out of Healthpeak Properties (DOC) in Q3 2021, closing a stake of 10 shares.

Summit Wealth Group first reported a position in DOC in Q1 2021 and held it in 2 quarters. The position peaked at $0 in Q2 2021. 578 funds tracked by Wall St. Rank hold DOC as of Q3 2021.

Summit Wealth Group reported no remaining Healthpeak Properties position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 10 Healthpeak Properties shares in Q3 2021.
Summit Wealth Group first reported a position in Healthpeak Properties in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's Healthpeak Properties position peaked at $0 in Q2 2021.
578 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.