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Triad Wealth Partners’s Healthpeak Properties DOC Stock Holding History

Triad 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
2024
Q3 		– Sell
-72
Closed -$1.41K – 268
2024
Q2 		$1.41K Buy
+72
New +$1.38K ﹤0.01% 820

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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

Triad Wealth Partners's DOC Position: Q3 2024 in Review

Triad Wealth Partners sold out of Healthpeak Properties (DOC) in Q3 2024, closing a stake of 72 shares — an estimated $1.41K sold.

Triad Wealth Partners first reported a position in DOC in Q2 2024 and held it in 1 quarter. The position peaked at $1.41K in Q2 2024. 733 funds tracked by Wall St. Rank hold DOC as of Q3 2024.

  • Triad Wealth Partners reported no remaining Healthpeak Properties position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 72 Healthpeak Properties shares in Q3 2024, an estimated $1.41K.
  • Triad Wealth Partners first reported a position in Healthpeak Properties in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Healthpeak Properties position peaked at $1.41K in Q2 2024.
  • 733 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.