SWS
DOC icon

SYSTM Wealth Solutions’s Healthpeak Properties DOC Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-7,878
Closed -$154K – 244
2024
Q2 		$154K Sell
7,878
-592
-7% -$11.3K 0.03% 210
2024
Q1 		$159K Sell
8,470
-3,716
-30% -$67.5K 0.02% 424
2023
Q4 		$241K Sell
12,186
-1,105
-8% -$19.4K 0.03% 358
2023
Q3 		$244K Sell
13,291
-8,008
-38% -$164K 0.04% 400
2023
Q2 		$428K Buy
21,299
+901
+4% +$18.7K 0.06% 336
2023
Q1 		$448K Buy
20,398
+7,985
+64% +$198K 0.07% 313
2022
Q4 		$311K Buy
+12,413
New +$302K 0.04% 429

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
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

SYSTM Wealth Solutions's DOC Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Healthpeak Properties (DOC) in Q3 2024, closing a stake of 7,878 shares — an estimated $154K sold.

SYSTM Wealth Solutions first reported a position in DOC in Q4 2022 and held it in 7 quarters. The position peaked at $448K in Q1 2023. 733 funds tracked by Wall St. Rank hold DOC as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Healthpeak Properties position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 7,878 Healthpeak Properties shares in Q3 2024, an estimated $154K.
  • SYSTM Wealth Solutions first reported a position in Healthpeak Properties in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Healthpeak Properties position peaked at $448K in Q1 2023.
  • 733 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.