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Worth Asset Management’s Healthpeak Properties DOC Stock Holding History

Worth Asset 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
2022
Q3 		– Sell
-1,500
Closed -$39K – 481
2022
Q2 		$39K Hold
1,500
– – 0.03% 227
2022
Q1 		$45K Buy
+1,500
New +$50.5K 0.03% 213

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Worth Asset Management's DOC Position: Q3 2022 in Review

Worth Asset Management sold out of Healthpeak Properties (DOC) in Q3 2022, closing a stake of 1,500 shares — an estimated $39K sold.

Worth Asset Management first reported a position in DOC in Q1 2022 and held it in 2 quarters. The position peaked at $45K in Q1 2022. 590 funds tracked by Wall St. Rank hold DOC as of Q3 2022.

  • Worth Asset Management reported no remaining Healthpeak Properties position as of Q3 2022 after selling out during the quarter.
  • Worth Asset Management sold 1,500 Healthpeak Properties shares in Q3 2022, an estimated $39K.
  • Worth Asset Management first reported a position in Healthpeak Properties in Q1 2022 and held it in 2 quarters.
  • Worth Asset Management's Healthpeak Properties position peaked at $45K in Q1 2022.
  • 590 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2022.

Based on Worth Asset Management's 13F filing for Q3 2022, filed 7 Oct 2022.