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Capstone Financial Group’s Healthpeak Properties DOC Stock Holding History

Capstone Financial Group’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
Q3 		– Sell
-6,852
Closed -$185K – 162
2020
Q2 		$185K Sell
6,852
-191
-3% -$4.88K 0.15% 77
2020
Q1 		$168K Sell
7,043
-221
-3% -$7.2K 0.17% 80
2019
Q4 		$250K Buy
+7,264
New +$254K 0.24% 69

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Capstone Financial Group's DOC Position: Q3 2020 in Review

Capstone Financial Group sold out of Healthpeak Properties (DOC) in Q3 2020, closing a stake of 6,852 shares — an estimated $185K sold.

Capstone Financial Group first reported a position in DOC in Q4 2019 and held it in 3 quarters. The position peaked at $250K in Q4 2019. 559 funds tracked by Wall St. Rank hold DOC as of Q3 2020.

  • Capstone Financial Group reported no remaining Healthpeak Properties position as of Q3 2020 after selling out during the quarter.
  • Capstone Financial Group sold 6,852 Healthpeak Properties shares in Q3 2020, an estimated $185K.
  • Capstone Financial Group first reported a position in Healthpeak Properties in Q4 2019 and held it in 3 quarters.
  • Capstone Financial Group's Healthpeak Properties position peaked at $250K in Q4 2019.
  • 559 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.