Sutton Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Sutton Wealth 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
2023 Q3	$569	Buy	31 +6	+24%	+$123	﹤0.01%	812
2023 Q2	$503	Sell	25 -11	-31%	-$228	﹤0.01%	805
2023 Q1	$791	Sell	36 -226	-86%	-$5.6K	﹤0.01%	748
2022 Q4	$6.57K	Buy	262 +188	+254%	+$4.57K	﹤0.01%	1057
2022 Q3	$1.7K	Buy	74 +40	+118%	+$1.06K	﹤0.01%	1202
2022 Q2	$881	Sell	34 -37	-52%	-$1.12K	﹤0.01%	1318
2022 Q1	$2.44K	Buy	71 +46	+184%	+$1.55K	﹤0.01%	1179
2021 Q4	$902	Hold	25	–	–	﹤0.01%	1352
2021 Q3	$837	Hold	25	–	–	﹤0.01%	1252
2021 Q2	$832	Hold	25	–	–	﹤0.01%	1239
2021 Q1	$794	Hold	25	–	–	﹤0.01%	1215
2020 Q4	$756	Hold	25	–	–	﹤0.01%	1194
2020 Q3	$679	Hold	25	–	–	﹤0.01%	1165
2020 Q2	$689	Hold	25	–	–	﹤0.01%	1150
2020 Q1	$596	Hold	25	–	–	﹤0.01%	1132
2019 Q4	$862	Hold	25	–	–	﹤0.01%	1127
2019 Q3	$891	Hold	25	–	–	﹤0.01%	1121
2019 Q2	$800	Hold	25	–	–	﹤0.01%	1117
2019 Q1	$783	Hold	25	–	–	﹤0.01%	1125
2018 Q4	$698	Hold	25	–	–	﹤0.01%	1062
2018 Q3	$658	Sell	25 -387	-94%	-$10.2K	﹤0.01%	1068
2018 Q2	$10.6K	Sell	412 -90	-18%	-$2.12K	0.01%	815
2018 Q1	$11.7K	Buy	502 +390	+348%	+$9.06K	0.01%	770
2017 Q4	$2.92K	Hold	112	–	–	﹤0.01%	943
2017 Q3	$3.12K	Sell	112 -39	-26%	-$1.17K	﹤0.01%	919
2017 Q2	$4.83K	Buy	151 +39	+35%	+$1.24K	﹤0.01%	882
2017 Q1	$3.5K	Hold	112	–	–	﹤0.01%	889
2016 Q4	$3.33K	Sell	112 -1,674	-94%	-$51K	﹤0.01%	887
2016 Q3	$61.7K	Hold	1,786	–	–	0.06%	221
2016 Q2	$57.6K	Hold	1,786	–	–	0.05%	233
2016 Q1	$53K	Buy	+1,786	New	+$53.6K	0.05%	239

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

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

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Sutton Wealth Advisors's DOC Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Healthpeak Properties (DOC) stake by 24% in Q3 2023, buying an estimated $123 and bringing the position to 31 shares worth $569. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Sutton Wealth Advisors first reported a position in DOC in Q1 2016 and has held it in 31 quarters since. The position peaked at $61.7K in Q3 2016. 586 funds tracked by Wall St. Rank hold DOC as of Q3 2023.

Sutton Wealth Advisors held 31 shares of Healthpeak Properties worth $569 as of Q3 2023.
Sutton Wealth Advisors bought 6 Healthpeak Properties shares in Q3 2023, an estimated $123.
Healthpeak Properties made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #812 holding.
Sutton Wealth Advisors first reported a position in Healthpeak Properties in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Healthpeak Properties position peaked at $61.7K in Q3 2016.
586 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.