Surevest’s Healthpeak Properties DOC Stock Holding History

Surevest’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 Q3	–	Sell	-28	Closed	-$1K	–	529
2022 Q2	$1K	Hold	28	–	–	﹤0.01%	474
2022 Q1	$1K	Hold	28	–	–	﹤0.01%	448
2021 Q4	$1K	Buy	+28	New	+$966	﹤0.01%	458

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Cohen & Steers New York $57.6B AUM 8.03% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Surevest's DOC Position: Q3 2022 in Review

Surevest sold out of Healthpeak Properties (DOC) in Q3 2022, closing a stake of 28 shares — an estimated $1K sold.

Surevest first reported a position in DOC in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 590 funds tracked by Wall St. Rank hold DOC as of Q3 2022.

Surevest reported no remaining Healthpeak Properties position as of Q3 2022 after selling out during the quarter.
Surevest sold 28 Healthpeak Properties shares in Q3 2022, an estimated $1K.
Surevest first reported a position in Healthpeak Properties in Q4 2021 and held it in 3 quarters.
Surevest's Healthpeak Properties position peaked at $1K in Q2 2022.
590 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.