Tradition Wealth Management’s Healthpeak Properties DOC Stock Holding History

Tradition Wealth Management’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 Q1	–	Sell	-903	Closed	-$18K	–	594
2023 Q4	$18K	Buy	903 +10	+1%	+$176	﹤0.01%	863
2023 Q3	$16K	Buy	893 +250	+39%	+$5.13K	﹤0.01%	897
2023 Q2	$13K	Buy	643 +355	+123%	+$7.37K	﹤0.01%	981
2023 Q1	$6K	Hold	288	–	–	﹤0.01%	1102
2022 Q4	$7K	Hold	288	–	–	﹤0.01%	970
2022 Q3	$7K	Hold	288	–	–	﹤0.01%	998
2022 Q2	$7K	Hold	288	–	–	﹤0.01%	892
2022 Q1	$10K	Hold	288	–	–	﹤0.01%	896
2021 Q4	$10K	Hold	288	–	–	﹤0.01%	917
2021 Q3	$10K	Hold	288	–	–	﹤0.01%	905
2021 Q2	$10K	Buy	+288	New	+$9.67K	﹤0.01%	942
2021 Q1	–	Sell	-288	Closed	-$9K	–	848
2020 Q4	$9K	Buy	+288	New	+$8.38K	﹤0.01%	758

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Tradition Wealth Management's DOC Position: Q1 2024 in Review

Tradition Wealth Management sold out of Healthpeak Properties (DOC) in Q1 2024, closing a stake of 903 shares — an estimated $18K sold.

Tradition Wealth Management first reported a position in DOC in Q4 2020 and held it in 12 quarters. The position peaked at $18K in Q4 2023. 678 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

Tradition Wealth Management reported no remaining Healthpeak Properties position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 903 Healthpeak Properties shares in Q1 2024, an estimated $18K.
Tradition Wealth Management first reported a position in Healthpeak Properties in Q4 2020 and held it in 12 quarters.
Tradition Wealth Management's Healthpeak Properties position peaked at $18K in Q4 2023.
678 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.