USA Financial Formulas’s Healthpeak Properties DOC Stock Holding History

USA Financial Formulas’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 Q3	–	Sell	-13	Closed	-$261	–	512
2023 Q2	$261	Hold	13	–	–	﹤0.01%	473
2023 Q1	$286	Buy	+13	New	+$322	﹤0.01%	408
2022 Q3	$0	Hold	13	–	–	﹤0.01%	329
2022 Q2	$0	Hold	13	–	–	﹤0.01%	358
2022 Q1	$0	Hold	13	–	–	﹤0.01%	383
2021 Q4	$0	Hold	13	–	–	﹤0.01%	404
2021 Q3	$0	Hold	13	–	–	﹤0.01%	421
2021 Q2	$0	Hold	13	–	–	﹤0.01%	390
2021 Q1	$0	Hold	13	–	–	﹤0.01%	358
2020 Q4	$0	Hold	13	–	–	﹤0.01%	338
2020 Q3	$0	Hold	13	–	–	﹤0.01%	333
2020 Q2	$0	Hold	13	–	–	﹤0.01%	259
2020 Q1	$0	Hold	13	–	–	﹤0.01%	237
2019 Q4	$0	Hold	13	–	–	﹤0.01%	247
2019 Q3	$0	Sell	13 -60,819	-100%	-$2.05M	﹤0.01%	221
2019 Q2	$1.9M	Buy	60,832 +15,016	+33%	+$467K	0.96%	33
2019 Q1	$1.43M	Buy	+45,816	New	+$1.4M	0.9%	34

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

USA Financial Formulas's DOC Position: Q3 2023 in Review

USA Financial Formulas sold out of Healthpeak Properties (DOC) in Q3 2023, closing a stake of 13 shares — an estimated $261 sold.

USA Financial Formulas first reported a position in DOC in Q1 2019 and held it in 17 quarters. The position peaked at $1.9M in Q2 2019. 585 funds tracked by Wall St. Rank hold DOC as of Q3 2023.

USA Financial Formulas reported no remaining Healthpeak Properties position as of Q3 2023 after selling out during the quarter.
USA Financial Formulas sold 13 Healthpeak Properties shares in Q3 2023, an estimated $261.
USA Financial Formulas first reported a position in Healthpeak Properties in Q1 2019 and held it in 17 quarters.
USA Financial Formulas's Healthpeak Properties position peaked at $1.9M in Q2 2019.
585 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2023.

Based on USA Financial Formulas's 13F filing for Q3 2023, filed 27 Nov 2023.