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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return