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Bruderman Asset Management’s Healthpeak Properties DOC Stock Holding History

Bruderman 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
2018
Q3 		– Sell
-1,504
Closed -$39K – 355
2018
Q2 		$39K Hold
1,504
– – 0.01% 223
2018
Q1 		$35K Buy
+1,504
New +$34.9K 0.01% 234
2017
Q3 		– Sell
-1,504
Closed -$48K – 171
2017
Q2 		$48K Buy
+1,504
New +$47.7K 0.01% 209
2017
Q1 		– Sell
-1,314
Closed -$39K – 170
2016
Q4 		$39K Buy
1,314
+243
+23% +$7.41K 0.01% 224
2016
Q3 		$37K Buy
+1,071
New +$37.5K 0.01% 232
2015
Q3 		– Sell
-47
Closed -$2K – 429
2015
Q2 		$2K Hold
47
– – ﹤0.01% 411
2015
Q1 		$2K Buy
+47
New +$1.89K ﹤0.01% 401

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $34.8B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return