WWP
DOC icon

WR Wealth Planners’s Healthpeak Properties DOC Stock Holding History

WR Wealth Planners’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
2024
Q4 		$2.41K Hold
119
– – ﹤0.01% 824
2024
Q3 		$2.72K Buy
+119
New +$2.56K ﹤0.01% 846

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

WR Wealth Planners's DOC Position: Q4 2024 in Review

WR Wealth Planners held its Healthpeak Properties (DOC) position steady in Q4 2024 at 119 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

WR Wealth Planners first reported a position in DOC in Q3 2024 and has held it in 2 quarters since. The position peaked at $2.72K in Q3 2024. 762 funds tracked by Wall St. Rank hold DOC as of Q4 2024.

  • WR Wealth Planners held 119 shares of Healthpeak Properties worth $2.41K as of Q4 2024.
  • WR Wealth Planners left its Healthpeak Properties share count unchanged in Q4 2024.
  • Healthpeak Properties made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #824 holding.
  • WR Wealth Planners first reported a position in Healthpeak Properties in Q3 2024 and has held it in 2 quarters since.
  • WR Wealth Planners's Healthpeak Properties position peaked at $2.72K in Q3 2024.
  • 762 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.