AWM
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AllSquare Wealth Management’s Healthpeak Properties DOC Stock Holding History

AllSquare Wealth 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
2018
Q3 		– Sell
-848
Closed -$22K – 480
2018
Q2 		$22K Buy
+848
New +$20K 0.02% 263

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

AllSquare Wealth Management's DOC Position: Q3 2018 in Review

AllSquare Wealth Management sold out of Healthpeak Properties (DOC) in Q3 2018, closing a stake of 848 shares — an estimated $22K sold.

AllSquare Wealth Management first reported a position in DOC in Q2 2018 and held it in 1 quarter. The position peaked at $22K in Q2 2018. 576 funds tracked by Wall St. Rank hold DOC as of Q3 2018.

  • AllSquare Wealth Management reported no remaining Healthpeak Properties position as of Q3 2018 after selling out during the quarter.
  • AllSquare Wealth Management sold 848 Healthpeak Properties shares in Q3 2018, an estimated $22K.
  • AllSquare Wealth Management first reported a position in Healthpeak Properties in Q2 2018 and held it in 1 quarter.
  • AllSquare Wealth Management's Healthpeak Properties position peaked at $22K in Q2 2018.
  • 576 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2018.

Based on AllSquare Wealth Management's 13F filing for Q3 2018, filed 2 Nov 2018.