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Turtle Creek Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Turtle Creek Wealth Advisors’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
-219
Closed -$4.34K – 363
2023
Q4 		$4.34K Buy
+219
New +$3.85K ﹤0.01% 674

Other funds holding DOC

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Turtle Creek Wealth Advisors's DOC Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Healthpeak Properties (DOC) in Q1 2024, closing a stake of 219 shares — an estimated $4.34K sold.

Turtle Creek Wealth Advisors first reported a position in DOC in Q4 2023 and held it in 1 quarter. The position peaked at $4.34K in Q4 2023. 678 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Healthpeak Properties position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 219 Healthpeak Properties shares in Q1 2024, an estimated $4.34K.
  • Turtle Creek Wealth Advisors first reported a position in Healthpeak Properties in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Healthpeak Properties position peaked at $4.34K in Q4 2023.
  • 678 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.