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TrinityPoint Wealth’s Healthpeak Properties DOC Stock Holding History

TrinityPoint Wealth’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
Q2 		– Sell
-6,443
Closed -$221K – 285
2022
Q1 		$221K Sell
6,443
-261
-4% -$8.79K 0.04% 289
2021
Q4 		$242K Sell
6,704
-211
-3% -$7.28K 0.04% 274
2021
Q3 		$232K Buy
+6,915
New +$245K 0.04% 275

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TrinityPoint Wealth's DOC Position: Q2 2022 in Review

TrinityPoint Wealth sold out of Healthpeak Properties (DOC) in Q2 2022, closing a stake of 6,443 shares — an estimated $221K sold.

TrinityPoint Wealth first reported a position in DOC in Q3 2021 and held it in 3 quarters. The position peaked at $242K in Q4 2021. 613 funds tracked by Wall St. Rank hold DOC as of Q2 2022.

  • TrinityPoint Wealth reported no remaining Healthpeak Properties position as of Q2 2022 after selling out during the quarter.
  • TrinityPoint Wealth sold 6,443 Healthpeak Properties shares in Q2 2022, an estimated $221K.
  • TrinityPoint Wealth first reported a position in Healthpeak Properties in Q3 2021 and held it in 3 quarters.
  • TrinityPoint Wealth's Healthpeak Properties position peaked at $242K in Q4 2021.
  • 613 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2022.

Based on TrinityPoint Wealth's 13F filing for Q2 2022, filed 5 Aug 2022.