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VisionPoint Advisory Group’s Healthpeak Properties DOC Stock Holding History

VisionPoint Advisory Group’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
Q4 		– Sell
-24
Closed -$441 – 780
2023
Q3 		$441 Buy
+24
New +$493 ﹤0.01% 633

Other funds holding DOC

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State Street
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

VisionPoint Advisory Group's DOC Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Healthpeak Properties (DOC) in Q4 2023, closing a stake of 24 shares — an estimated $441 sold.

VisionPoint Advisory Group first reported a position in DOC in Q3 2023 and held it in 1 quarter. The position peaked at $441 in Q3 2023. 613 funds tracked by Wall St. Rank hold DOC as of Q4 2023.

  • VisionPoint Advisory Group reported no remaining Healthpeak Properties position as of Q4 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 24 Healthpeak Properties shares in Q4 2023, an estimated $441.
  • VisionPoint Advisory Group first reported a position in Healthpeak Properties in Q3 2023 and held it in 1 quarter.
  • VisionPoint Advisory Group's Healthpeak Properties position peaked at $441 in Q3 2023.
  • 613 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.