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TCI Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

TCI 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
Q2 		– Sell
-64
Closed -$1.41K – 754
2023
Q1 		$1.41K Buy
64
+53
+482% +$1.31K ﹤0.01% 2050
2022
Q4 		$276 Sell
11
-407
-97% -$9.89K ﹤0.01% 2291
2022
Q3 		$10K Sell
418
-12
-3% -$317 ﹤0.01% 998
2022
Q2 		$11K Buy
430
+399
+1,287% +$12.1K ﹤0.01% 939
2022
Q1 		$1K Hold
31
– – ﹤0.01% 2089
2021
Q4 		$1K Hold
31
– – ﹤0.01% 2180
2021
Q3 		$1K Hold
31
– – ﹤0.01% 2251
2021
Q2 		$1K Hold
31
– – ﹤0.01% 2198
2021
Q1 		$1K Buy
31
+20
+182% +$607 ﹤0.01% 2048
2020
Q4 		$0 Sell
11
-123
-92% -$3.58K ﹤0.01% 1569
2020
Q3 		$4K Buy
134
+123
+1,118% +$3.37K ﹤0.01% 833
2020
Q2 		$0 Hold
11
– – ﹤0.01% 1501
2020
Q1 		$0 Sell
11
-80
-88% -$2.61K ﹤0.01% 1535
2019
Q4 		$3K Buy
91
+64
+237% +$2.24K ﹤0.01% 1008
2019
Q3 		$1K Buy
27
+16
+145% +$540 ﹤0.01% 1259
2019
Q2 		$0 Hold
11
– – ﹤0.01% 1448
2019
Q1 		$0 Hold
11
– – ﹤0.01% 1433
2018
Q4 		$0 Hold
11
– – ﹤0.01% 1482
2018
Q3 		$0 Hold
11
– – ﹤0.01% 1486
2018
Q2 		$0 Sell
11
-33
-75% -$778 ﹤0.01% 1524
2018
Q1 		$1K Hold
44
– – ﹤0.01% 1119
2017
Q4 		$1K Buy
+44
New +$1.17K ﹤0.01% 1167
2015
Q4 		– Sell
-27
Closed -$1K – 1034
2015
Q3 		$1K Hold
27
– – ﹤0.01% 873
2015
Q2 		$1K Buy
+27
New +$983 ﹤0.01% 874

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
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
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TCI Wealth Advisors's DOC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Healthpeak Properties (DOC) in Q2 2023, closing a stake of 64 shares — an estimated $1.41K sold.

TCI Wealth Advisors first reported a position in DOC in Q2 2015 and held it in 24 quarters. The position peaked at $11K in Q2 2022. 609 funds tracked by Wall St. Rank hold DOC as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Healthpeak Properties position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 64 Healthpeak Properties shares in Q2 2023, an estimated $1.41K.
  • TCI Wealth Advisors first reported a position in Healthpeak Properties in Q2 2015 and held it in 24 quarters.
  • TCI Wealth Advisors's Healthpeak Properties position peaked at $11K in Q2 2022.
  • 609 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.