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Advisor Group’s Healthpeak Properties DOC Stock Holding History

Advisor Group’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
Q4 		$1.65M Sell
47,961
-3,518
-7% -$123K 0.01% 911
2019
Q3 		$1.83M Sell
51,479
-12,242
-19% -$413K 0.01% 799
2019
Q2 		$2.04M Sell
63,721
-11,061
-15% -$344K 0.02% 750
2019
Q1 		$2.34M Sell
74,782
-20,808
-22% -$634K 0.02% 658
2018
Q4 		$2.67M Buy
95,590
+27,936
+41% +$773K 0.03% 517
2018
Q3 		$1.78M Buy
67,654
+20,244
+43% +$532K 0.02% 693
2018
Q2 		$1.23M Sell
47,410
-878
-2% -$20.7K 0.02% 763
2018
Q1 		$1.12M Buy
48,288
+1,565
+3% +$36.4K 0.02% 801
2017
Q4 		$1.22M Sell
46,723
-2,930
-6% -$77.7K 0.02% 776
2017
Q3 		$1.38M Sell
49,653
-767
-2% -$23.1K 0.02% 657
2017
Q2 		$1.61M Sell
50,420
-4,827
-9% -$153K 0.03% 552
2017
Q1 		$1.73M Sell
55,247
-1,016
-2% -$31.2K 0.03% 502
2016
Q4 		$1.67M Sell
56,263
-32,299
-36% -$985K 0.04% 477
2016
Q3 		$3.06M Buy
88,562
+6,922
+8% +$242K 0.07% 291
2016
Q2 		$2.63M Buy
+81,640
New +$2.54M 0.07% 307

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advisor Group's DOC Position: Q4 2019 in Review

Advisor Group reduced its Healthpeak Properties (DOC) stake by 6.8% in Q4 2019, selling an estimated $123K and leaving 47,961 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #911.

Advisor Group first reported a position in DOC in Q2 2016 and has held it in 15 quarters since. The position peaked at $3.06M in Q3 2016. 611 funds tracked by Wall St. Rank hold DOC as of Q4 2019.

  • Advisor Group held 47,961 shares of Healthpeak Properties worth $1.65M as of Q4 2019.
  • Advisor Group sold 3,518 Healthpeak Properties shares in Q4 2019, an estimated $123K.
  • Healthpeak Properties made up 0.01% of Advisor Group's portfolio in Q4 2019, its #911 holding.
  • Advisor Group first reported a position in Healthpeak Properties in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Healthpeak Properties position peaked at $3.06M in Q3 2016.
  • 611 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.