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Tilia Fiduciary Partners’s Healthpeak Properties DOC Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-700
Closed -$14.1K – 198
2023
Q2 		$14.1K Hold
700
– – 0.01% 340
2023
Q1 		$15.4K Hold
700
– – 0.01% 331
2022
Q4 		$17.5K Hold
700
– – 0.02% 304
2022
Q3 		$16K Hold
700
– – 0.02% 310
2022
Q2 		$18K Hold
700
– – 0.02% 311
2022
Q1 		$24K Hold
700
– – 0.02% 293
2021
Q4 		$25K Buy
+700
New +$24.1K 0.02% 294

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 $3.38T AUM 44.17% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Tilia Fiduciary Partners's DOC Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Healthpeak Properties (DOC) in Q3 2023, closing a stake of 700 shares — an estimated $14.1K sold.

Tilia Fiduciary Partners first reported a position in DOC in Q4 2021 and held it in 7 quarters. The position peaked at $25K in Q4 2021. 585 funds tracked by Wall St. Rank hold DOC as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Healthpeak Properties position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 700 Healthpeak Properties shares in Q3 2023, an estimated $14.1K.
  • Tilia Fiduciary Partners first reported a position in Healthpeak Properties in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Healthpeak Properties position peaked at $25K in Q4 2021.
  • 585 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.