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Capital Analysts LLC’s Healthpeak Properties DOC Stock Holding History

Capital Analysts LLC’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
Q1 		– Sell
-91
Closed -$3K – 694
2019
Q4 		$3K Buy
+91
New +$3.18K ﹤0.01% 645
2016
Q1 		– Sell
-1,099
Closed -$38.3K – 393
2015
Q4 		$38.3K Buy
1,099
+14
+1% +$468 0.01% 298
2015
Q3 		$36.8K Buy
1,085
+65
+6% +$2.25K 0.01% 304
2015
Q2 		$33.9K Buy
1,020
+9
+0.9% +$328 0.01% 323
2015
Q1 		$39.8K Buy
1,011
+217
+27% +$8.71K 0.01% 304
2014
Q4 		$31.8K Buy
794
+96
+14% +$3.81K 0.01% 300
2014
Q3 		$25.3K Buy
698
+151
+28% +$5.73K 0.01% 299
2014
Q2 		$20.6K Buy
547
+13
+2% +$489 0.01% 304
2014
Q1 		$18.9K Buy
534
+4
+0.8% +$138 ﹤0.01% 284
2013
Q4 		$17.6K Sell
530
-19,902
-97% -$710K ﹤0.01% 275
2013
Q3 		$762K Buy
20,432
+2,190
+12% +$85.4K 0.23% 103
2013
Q2 		$755K Buy
+18,242
New +$832K 0.24% 101

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital Analysts LLC's DOC Position: Q1 2020 in Review

Capital Analysts LLC sold out of Healthpeak Properties (DOC) in Q1 2020, closing a stake of 91 shares — an estimated $3K sold.

Capital Analysts LLC first reported a position in DOC in Q2 2013 and held it in 12 quarters. The position peaked at $762K in Q3 2013. 579 funds tracked by Wall St. Rank hold DOC as of Q1 2020.

  • Capital Analysts LLC reported no remaining Healthpeak Properties position as of Q1 2020 after selling out during the quarter.
  • Capital Analysts LLC sold 91 Healthpeak Properties shares in Q1 2020, an estimated $3K.
  • Capital Analysts LLC first reported a position in Healthpeak Properties in Q2 2013 and held it in 12 quarters.
  • Capital Analysts LLC's Healthpeak Properties position peaked at $762K in Q3 2013.
  • 579 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2020.

Based on Capital Analysts LLC's 13F filing for Q1 2020, filed 8 May 2020.