Barrett Asset Management’s Healthpeak Properties DOC Stock Holding History

Barrett Asset 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
2020 Q2	–	Sell	-1,000	Closed	-$24K	–	391
2020 Q1	$24K	Hold	1,000	–	–	﹤0.01%	268
2019 Q4	$34K	Buy	+1,000	New	+$35K	﹤0.01%	270
2016 Q2	–	Sell	-57	Closed	-$2K	–	353
2016 Q1	$2K	Sell	57 -3,129	-98%	-$93.9K	﹤0.01%	382
2015 Q4	$111K	Buy	3,186 +57	+2%	+$1.91K	0.01%	166
2015 Q3	$106K	Hold	3,129	–	–	0.01%	168
2015 Q2	$104K	Hold	3,129	–	–	0.01%	176
2015 Q1	$123K	Sell	3,129 -6,753	-68%	-$271K	0.01%	169
2014 Q4	$396K	Hold	9,882	–	–	0.03%	133
2014 Q3	$357K	Hold	9,882	–	–	0.03%	138
2014 Q2	$372K	Buy	+9,882	New	+$372K	0.03%	135
2014 Q1	–	Sell	-176	Closed	-$6K	–	346
2013 Q4	$6K	Sell	176 -44	-20%	-$1.57K	﹤0.01%	304
2013 Q3	$8K	Hold	220	–	–	﹤0.01%	303
2013 Q2	$9K	Buy	+220	New	+$10K	﹤0.01%	299

Other funds holding DOC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Barrett Asset Management's DOC Position: Q2 2020 in Review

Barrett Asset Management sold out of Healthpeak Properties (DOC) in Q2 2020, closing a stake of 1,000 shares — an estimated $24K sold.

Barrett Asset Management first reported a position in DOC in Q2 2013 and held it in 13 quarters. The position peaked at $396K in Q4 2014. 568 funds tracked by Wall St. Rank hold DOC as of Q2 2020.

Barrett Asset Management reported no remaining Healthpeak Properties position as of Q2 2020 after selling out during the quarter.
Barrett Asset Management sold 1,000 Healthpeak Properties shares in Q2 2020, an estimated $24K.
Barrett Asset Management first reported a position in Healthpeak Properties in Q2 2013 and held it in 13 quarters.
Barrett Asset Management's Healthpeak Properties position peaked at $396K in Q4 2014.
568 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2020.

Based on Barrett Asset Management's 13F filing for Q2 2020, filed 10 Aug 2020.