Claro Advisors’s Healthpeak Properties DOC Stock Holding History

Claro Advisors’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 Q1	–	Sell	-500	Closed	-$13K	–	350
2018 Q4	$13K	Buy	+500	New	+$13.8K	0.01%	627

Other funds holding DOC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

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

Claro Advisors's DOC Position: Q1 2019 in Review

Claro Advisors sold out of Healthpeak Properties (DOC) in Q1 2019, closing a stake of 500 shares — an estimated $13K sold.

Claro Advisors first reported a position in DOC in Q4 2018 and held it in 1 quarter. The position peaked at $13K in Q4 2018. 628 funds tracked by Wall St. Rank hold DOC as of Q1 2019.

Claro Advisors reported no remaining Healthpeak Properties position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 500 Healthpeak Properties shares in Q1 2019, an estimated $13K.
Claro Advisors first reported a position in Healthpeak Properties in Q4 2018 and held it in 1 quarter.
Claro Advisors's Healthpeak Properties position peaked at $13K in Q4 2018.
628 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.