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Wagner Wealth Management (South Carolina)’s Healthpeak Properties DOC Stock Holding History

Wagner Wealth Management (South Carolina)’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
2021
Q3 		– Sell
-43
Closed -$1K – 660
2021
Q2 		$1K Buy
+43
New +$1.44K ﹤0.01% 658
2018
Q1 		– Sell
-47
Closed -$2K – 640
2017
Q4 		$2K Buy
+47
New +$1.25K ﹤0.01% 642

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s DOC Position: Q3 2021 in Review

Wagner Wealth Management (South Carolina) sold out of Healthpeak Properties (DOC) in Q3 2021, closing a stake of 43 shares — an estimated $1K sold.

Wagner Wealth Management (South Carolina) first reported a position in DOC in Q4 2017 and held it in 2 quarters. The position peaked at $2K in Q4 2017. 579 funds tracked by Wall St. Rank hold DOC as of Q3 2021.

  • Wagner Wealth Management (South Carolina) reported no remaining Healthpeak Properties position as of Q3 2021 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 43 Healthpeak Properties shares in Q3 2021, an estimated $1K.
  • Wagner Wealth Management (South Carolina) first reported a position in Healthpeak Properties in Q4 2017 and held it in 2 quarters.
  • Wagner Wealth Management (South Carolina)'s Healthpeak Properties position peaked at $2K in Q4 2017.
  • 579 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2021.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2021, filed 15 Nov 2021.