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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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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 $3.37T AUM 44.26% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
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

WealthPLAN Partners's DOC Position: Q3 2023 in Review

WealthPLAN Partners sold out of Healthpeak Properties (DOC) in Q3 2023, closing a stake of 363 shares — an estimated $7.3K sold.

WealthPLAN Partners first reported a position in DOC in Q1 2015 and held it in 10 quarters. The position peaked at $240K in Q2 2017. 585 funds tracked by Wall St. Rank hold DOC as of Q3 2023.

  • WealthPLAN Partners reported no remaining Healthpeak Properties position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 363 Healthpeak Properties shares in Q3 2023, an estimated $7.3K.
  • WealthPLAN Partners first reported a position in Healthpeak Properties in Q1 2015 and held it in 10 quarters.
  • WealthPLAN Partners's Healthpeak Properties position peaked at $240K in Q2 2017.
  • 585 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.