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Alera Investment Advisors’s Healthpeak Properties DOC Stock Holding History

Alera Investment 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
2019
Q2 		– Sell
-57
Closed -$2K – 324
2019
Q1 		$2K Buy
+57
New +$1.74K ﹤0.01% 804

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Alera Investment Advisors's DOC Position: Q2 2019 in Review

Alera Investment Advisors sold out of Healthpeak Properties (DOC) in Q2 2019, closing a stake of 57 shares — an estimated $2K sold.

Alera Investment Advisors first reported a position in DOC in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 612 funds tracked by Wall St. Rank hold DOC as of Q2 2019.

  • Alera Investment Advisors reported no remaining Healthpeak Properties position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 57 Healthpeak Properties shares in Q2 2019, an estimated $2K.
  • Alera Investment Advisors first reported a position in Healthpeak Properties in Q1 2019 and held it in 1 quarter.
  • Alera Investment Advisors's Healthpeak Properties position peaked at $2K in Q1 2019.
  • 612 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.