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Capital Bank & Trust’s Healthpeak Properties DOC Stock Holding History

Capital Bank & Trust’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
-969
Closed -$33K – 715
2019
Q4 		$33K Buy
+969
New +$33.9K ﹤0.01% 481
2018
Q4 		– Sell
-631
Closed -$17K – 735
2018
Q3 		$17K Buy
+631
New +$16.6K ﹤0.01% 614

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 Bank & Trust's DOC Position: Q1 2020 in Review

Capital Bank & Trust sold out of Healthpeak Properties (DOC) in Q1 2020, closing a stake of 969 shares — an estimated $33K sold.

Capital Bank & Trust first reported a position in DOC in Q3 2018 and held it in 2 quarters. The position peaked at $33K in Q4 2019. 579 funds tracked by Wall St. Rank hold DOC as of Q1 2020.

  • Capital Bank & Trust reported no remaining Healthpeak Properties position as of Q1 2020 after selling out during the quarter.
  • Capital Bank & Trust sold 969 Healthpeak Properties shares in Q1 2020, an estimated $33K.
  • Capital Bank & Trust first reported a position in Healthpeak Properties in Q3 2018 and held it in 2 quarters.
  • Capital Bank & Trust's Healthpeak Properties position peaked at $33K in Q4 2019.
  • 579 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2020.

Based on Capital Bank & Trust's 13F filing for Q1 2020, filed 15 May 2020.