TrustCore Financial Services’s Healthpeak Properties DOC Stock Holding History

TrustCore Financial Services’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 Q4	$620K	Hold	24,716	–	–	0.05%	155
2022 Q3	$566K	Hold	24,716	–	–	0.05%	157
2022 Q2	$640K	Hold	24,716	–	–	0.06%	148
2022 Q1	$849K	Buy	24,716 +2,315	+10%	+$78K	0.07%	131
2021 Q4	$808K	Hold	22,401	–	–	0.09%	112
2021 Q3	$750K	Hold	22,401	–	–	0.07%	130
2021 Q2	$746K	Sell	22,401 -3,900	-15%	-$131K	0.08%	130
2021 Q1	$835K	Buy	26,301 +2,615	+11%	+$79.4K	0.1%	111
2020 Q4	$716K	Sell	23,686 -4,000	-14%	-$116K	0.09%	119
2020 Q3	$752K	Hold	27,686	–	–	0.11%	104
2020 Q2	$763K	Buy	27,686 +27,386	+9,129%	+$699K	0.13%	99
2020 Q1	$7K	Hold	300	–	–	﹤0.01%	642
2019 Q4	$10K	Hold	300	–	–	﹤0.01%	632
2019 Q3	$11K	Buy	+300	New	+$10.1K	﹤0.01%	625
2019 Q2	–	Hold	0	–	–	–	624
2019 Q1	–	Hold	0	–	–	–	583
2018 Q4	–	Hold	0	–	–	–	298
2018 Q3	–	Hold	0	–	–	–	595

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TrustCore Financial Services's DOC Position: Q4 2022 in Review

TrustCore Financial Services held its Healthpeak Properties (DOC) position steady in Q4 2022 at 24,716 shares worth $620K. The position accounts for 0.05% of the portfolio, ranked #155.

TrustCore Financial Services first reported a position in DOC in Q3 2019 and has held it in 14 quarters since. The position peaked at $849K in Q1 2022. 612 funds tracked by Wall St. Rank hold DOC as of Q4 2022.

TrustCore Financial Services held 24,716 shares of Healthpeak Properties worth $620K as of Q4 2022.
TrustCore Financial Services left its Healthpeak Properties share count unchanged in Q4 2022.
Healthpeak Properties made up 0.05% of TrustCore Financial Services's portfolio in Q4 2022, its #155 holding.
TrustCore Financial Services first reported a position in Healthpeak Properties in Q3 2019 and has held it in 14 quarters since.
TrustCore Financial Services's Healthpeak Properties position peaked at $849K in Q1 2022.
612 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.