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Berman Capital Advisors’s Healthpeak Properties DOC Stock Holding History

Berman Capital 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
2021
Q3 		$113K Buy
3,375
+1,969
+140% +$69.7K 0.02% 405
2021
Q2 		$46K Buy
1,406
+221
+19% +$7.42K 0.01% 620
2021
Q1 		$37K Sell
1,185
-447
-27% -$13.6K 0.01% 587
2020
Q4 		$49K Sell
1,632
-40
-2% -$1.16K 0.01% 414
2020
Q3 		$44K Buy
1,672
+537
+47% +$14.7K 0.01% 375
2020
Q2 		$30K Buy
1,135
+5
+0.4% +$128 0.01% 441
2020
Q1 		$26K Buy
1,130
+609
+117% +$19.8K 0.01% 431
2019
Q4 		$17K Buy
521
+29
+6% +$1.01K ﹤0.01% 576
2019
Q3 		$17K Buy
492
+126
+34% +$4.25K 0.01% 551
2019
Q2 		$11K Buy
366
+42
+13% +$1.31K ﹤0.01% 685
2019
Q1 		$10K Buy
324
+138
+74% +$4.2K ﹤0.01% 651
2018
Q4 		$4K Buy
+186
New +$5.15K ﹤0.01% 728

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Berman Capital Advisors's DOC Position: Q3 2021 in Review

Berman Capital Advisors increased its Healthpeak Properties (DOC) stake by 140% in Q3 2021, buying an estimated $69.7K and bringing the position to 3,375 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #405.

Berman Capital Advisors first reported a position in DOC in Q4 2018 and has held it in 12 quarters since. 579 funds tracked by Wall St. Rank hold DOC as of Q3 2021.

  • Berman Capital Advisors held 3,375 shares of Healthpeak Properties worth $113K as of Q3 2021.
  • Berman Capital Advisors bought 1,969 Healthpeak Properties shares in Q3 2021, an estimated $69.7K.
  • Healthpeak Properties made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #405 holding.
  • Berman Capital Advisors first reported a position in Healthpeak Properties in Q4 2018 and has held it in 12 quarters since.
  • 579 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.