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WealthPLAN Partners’s Healthpeak Properties DOC Stock Holding History

WealthPLAN Partners’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
-363
Closed -$7.3K – 505
2023
Q2 		$7.3K Sell
363
-59
-14% -$1.23K ﹤0.01% 846
2023
Q1 		$9.27K Buy
+422
New +$10.5K ﹤0.01% 880
2017
Q4 		– Sell
-7,528
Closed -$209K – 226
2017
Q3 		$209K Buy
7,528
+30
+0.4% +$902 0.06% 178
2017
Q2 		$240K Buy
7,498
+7,039
+1,534% +$223K 0.07% 151
2017
Q1 		$14.3K Buy
+459
New +$14.1K 0.05% 219
2016
Q3 		$64.3K Sell
1,916
-2,425
-56% -$84.8K 0.02% 297
2016
Q2 		$79.5K Buy
+4,341
New +$135K 0.01% 701
2015
Q4 		$35.3K Buy
+3,030
New +$101K 0.01% 719
2015
Q2 		$33K Sell
989
-2,442
-71% -$88.9K 0.01% 217
2015
Q1 		$134K Buy
+3,431
New +$138K 0.06% 149

Other funds holding DOC

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return