C-J Advisory’s Healthpeak Properties DOC Stock Holding History

C-J Advisory’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 Q4	–	Sell	-639	Closed	-$23K	–	73
2019 Q3	$23K	Hold	639	–	–	0.01%	84
2019 Q2	$20K	Hold	639	–	–	0.01%	94
2019 Q1	$20K	Buy	639 +77	+14%	+$2.35K	0.01%	109
2018 Q4	$16K	Hold	562	–	–	0.01%	90
2018 Q3	$15K	Sell	562 -25	-4%	-$657	0.01%	103
2018 Q2	$15K	Hold	587	–	–	0.01%	99
2018 Q1	$14K	Hold	587	–	–	0.01%	98
2017 Q4	$15K	Hold	587	–	–	0.01%	96
2017 Q3	$16K	Sell	587 -72	-11%	-$2.17K	0.01%	85
2017 Q2	$21K	Hold	659	–	–	0.02%	72
2017 Q1	$21K	Sell	659 -19	-3%	-$583	0.02%	73
2016 Q4	$20K	Sell	678 -66	-9%	-$2.01K	0.02%	76
2016 Q3	$26K	Buy	+744	New	+$26K	0.02%	56

Other funds holding DOC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return