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U.S. Capital Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

U.S. Capital 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
2023
Q1 		– Sell
-349
Closed -$8.75K – 862
2022
Q4 		$8.75K Buy
+349
New +$8.48K ﹤0.01% 1288

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

U.S. Capital Wealth Advisors's DOC Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Healthpeak Properties (DOC) in Q1 2023, closing a stake of 349 shares — an estimated $8.75K sold.

U.S. Capital Wealth Advisors first reported a position in DOC in Q4 2022 and held it in 1 quarter. The position peaked at $8.75K in Q4 2022. 592 funds tracked by Wall St. Rank hold DOC as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Healthpeak Properties position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 349 Healthpeak Properties shares in Q1 2023, an estimated $8.75K.
  • U.S. Capital Wealth Advisors first reported a position in Healthpeak Properties in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Healthpeak Properties position peaked at $8.75K in Q4 2022.
  • 592 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.