Capital Advisory Group Advisory Services’s Healthpeak Properties DOC Stock Holding History

Capital Advisory Group Advisory Services’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	-330	Closed	-$12K	–	256
2019 Q3	$12K	Hold	330	–	–	0.01%	261
2019 Q2	$11K	Hold	330	–	–	0.01%	269
2019 Q1	$10K	Hold	330	–	–	0.01%	275
2018 Q4	$9K	Hold	330	–	–	0.01%	255
2018 Q3	$9K	Hold	330	–	–	0.01%	251
2018 Q2	$9K	Hold	330	–	–	0.01%	240
2018 Q1	$8K	Buy	+330	New	+$7.67K	0.01%	245

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

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

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

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

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

Capital Advisory Group Advisory Services's DOC Position: Q4 2019 in Review

Capital Advisory Group Advisory Services sold out of Healthpeak Properties (DOC) in Q4 2019, closing a stake of 330 shares — an estimated $12K sold.

Capital Advisory Group Advisory Services first reported a position in DOC in Q1 2018 and held it in 7 quarters. The position peaked at $12K in Q3 2019. 611 funds tracked by Wall St. Rank hold DOC as of Q4 2019.

Capital Advisory Group Advisory Services reported no remaining Healthpeak Properties position as of Q4 2019 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 330 Healthpeak Properties shares in Q4 2019, an estimated $12K.
Capital Advisory Group Advisory Services first reported a position in Healthpeak Properties in Q1 2018 and held it in 7 quarters.
Capital Advisory Group Advisory Services's Healthpeak Properties position peaked at $12K in Q3 2019.
611 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2019.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2019, filed 14 Feb 2020.