WealthShield Partners’s Healthpeak Properties DOC Stock Holding History

WealthShield 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
2021 Q3	–	Sell	-350	Closed	-$12K	–	349
2021 Q2	$12K	Hold	350	–	–	﹤0.01%	731
2021 Q1	$11K	Buy	+350	New	+$10.6K	﹤0.01%	777

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

WealthShield Partners's DOC Position: Q3 2021 in Review

WealthShield Partners sold out of Healthpeak Properties (DOC) in Q3 2021, closing a stake of 350 shares — an estimated $12K sold.

WealthShield Partners first reported a position in DOC in Q1 2021 and held it in 2 quarters. The position peaked at $12K in Q2 2021. 578 funds tracked by Wall St. Rank hold DOC as of Q3 2021.

WealthShield Partners reported no remaining Healthpeak Properties position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 350 Healthpeak Properties shares in Q3 2021, an estimated $12K.
WealthShield Partners first reported a position in Healthpeak Properties in Q1 2021 and held it in 2 quarters.
WealthShield Partners's Healthpeak Properties position peaked at $12K in Q2 2021.
578 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.