AIM
DOC icon

Advantage Investment Management’s Healthpeak Properties DOC Stock Holding History

Advantage Investment 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
2019
Q3 		– Sell
-117
Closed -$4K – 923
2019
Q2 		$4K Buy
117
+1
+0.9% +$31 ﹤0.01% 790
2019
Q1 		$4K Buy
116
+2
+2% +$61 ﹤0.01% 784
2018
Q4 		$3K Buy
114
+1
+0.9% +$28 ﹤0.01% 842
2018
Q3 		$3K Buy
113
+2
+2% +$53 ﹤0.01% 895
2018
Q2 		$3K Buy
111
+1
+0.9% +$24 ﹤0.01% 815
2018
Q1 		$3K Buy
110
+2
+2% +$46 ﹤0.01% 860
2017
Q4 		$3K Buy
108
+2
+2% +$53 ﹤0.01% 876
2017
Q3 		$3K Buy
106
+1
+1% +$30 ﹤0.01% 889
2017
Q2 		$3K Buy
105
+1
+1% +$32 ﹤0.01% 904
2017
Q1 		$3K Buy
104
+1
+1% +$31 ﹤0.01% 861
2016
Q4 		$3K Sell
103
-8
-7% -$244 ﹤0.01% 806
2016
Q3 		$4K Buy
111
+1
+0.9% +$35 ﹤0.01% 758
2016
Q2 		$4K Buy
+110
New +$3.42K ﹤0.01% 724

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advantage Investment Management's DOC Position: Q3 2019 in Review

Advantage Investment Management sold out of Healthpeak Properties (DOC) in Q3 2019, closing a stake of 117 shares — an estimated $4K sold.

Advantage Investment Management first reported a position in DOC in Q2 2016 and held it in 13 quarters. The position peaked at $4K in Q2 2019. 603 funds tracked by Wall St. Rank hold DOC as of Q3 2019.

  • Advantage Investment Management reported no remaining Healthpeak Properties position as of Q3 2019 after selling out during the quarter.
  • Advantage Investment Management sold 117 Healthpeak Properties shares in Q3 2019, an estimated $4K.
  • Advantage Investment Management first reported a position in Healthpeak Properties in Q2 2016 and held it in 13 quarters.
  • Advantage Investment Management's Healthpeak Properties position peaked at $4K in Q2 2019.
  • 603 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.