WIM
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WealthPlan Investment Management’s Healthpeak Properties DOC Stock Holding History

WealthPlan Investment Management’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
Q2 		– Sell
-319
Closed -$7.01K – 397
2023
Q1 		$7.01K Buy
+319
New +$7.91K ﹤0.01% 346

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

WealthPlan Investment Management's DOC Position: Q2 2023 in Review

WealthPlan Investment Management sold out of Healthpeak Properties (DOC) in Q2 2023, closing a stake of 319 shares — an estimated $7.01K sold.

WealthPlan Investment Management first reported a position in DOC in Q1 2023 and held it in 1 quarter. The position peaked at $7.01K in Q1 2023. 609 funds tracked by Wall St. Rank hold DOC as of Q2 2023.

  • WealthPlan Investment Management reported no remaining Healthpeak Properties position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 319 Healthpeak Properties shares in Q2 2023, an estimated $7.01K.
  • WealthPlan Investment Management first reported a position in Healthpeak Properties in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's Healthpeak Properties position peaked at $7.01K in Q1 2023.
  • 609 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.