AWA
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Acorn Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Acorn Wealth Advisors’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
2018
Q2 		– Sell
-92
Closed -$2K – 596
2018
Q1 		$2K Hold
92
– – ﹤0.01% 720
2017
Q4 		$2K Buy
+92
New +$2.44K ﹤0.01% 695

Other funds holding DOC

Vanguard Group
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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Acorn Wealth Advisors's DOC Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Healthpeak Properties (DOC) in Q2 2018, closing a stake of 92 shares — an estimated $2K sold.

Acorn Wealth Advisors first reported a position in DOC in Q4 2017 and held it in 2 quarters. The position peaked at $2K in Q1 2018. 570 funds tracked by Wall St. Rank hold DOC as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Healthpeak Properties position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 92 Healthpeak Properties shares in Q2 2018, an estimated $2K.
  • Acorn Wealth Advisors first reported a position in Healthpeak Properties in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Healthpeak Properties position peaked at $2K in Q1 2018.
  • 570 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.