TFO Wealth Partners’s Healthpeak Properties DOC Stock Holding History

TFO Wealth Partners’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	-29	Closed	-$1K	–	229
2022 Q2	$1K	Buy	+29	New	+$879	﹤0.01%	393

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

TFO Wealth Partners's DOC Position: Q3 2022 in Review

TFO Wealth Partners sold out of Healthpeak Properties (DOC) in Q3 2022, closing a stake of 29 shares — an estimated $1K sold.

TFO Wealth Partners first reported a position in DOC in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 590 funds tracked by Wall St. Rank hold DOC as of Q3 2022.

TFO Wealth Partners reported no remaining Healthpeak Properties position as of Q3 2022 after selling out during the quarter.
TFO Wealth Partners sold 29 Healthpeak Properties shares in Q3 2022, an estimated $1K.
TFO Wealth Partners first reported a position in Healthpeak Properties in Q2 2022 and held it in 1 quarter.
TFO Wealth Partners'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 TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.