Clear Perspective Advisors’s Healthpeak Properties DOC Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-225	Closed	-$6K	–	210
2018 Q2	$6K	Hold	225	–	–	﹤0.01%	409
2018 Q1	$5K	Sell	225 -940	-81%	-$21.8K	﹤0.01%	401
2017 Q4	$30K	Hold	1,165	–	–	0.02%	263
2017 Q3	$32K	Sell	1,165 -1,000	-46%	-$30.1K	0.03%	259
2017 Q2	$69K	Hold	2,165	–	–	0.06%	199
2017 Q1	$68K	Sell	2,165 -2,025	-48%	-$62.2K	0.05%	189
2016 Q4	$125K	Buy	+4,190	New	+$128K	0.08%	151

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Clear Perspective Advisors's DOC Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Healthpeak Properties (DOC) in Q3 2018, closing a stake of 225 shares — an estimated $6K sold.

Clear Perspective Advisors first reported a position in DOC in Q4 2016 and held it in 7 quarters. The position peaked at $125K in Q4 2016. 576 funds tracked by Wall St. Rank hold DOC as of Q3 2018.

Clear Perspective Advisors reported no remaining Healthpeak Properties position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 225 Healthpeak Properties shares in Q3 2018, an estimated $6K.
Clear Perspective Advisors first reported a position in Healthpeak Properties in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Healthpeak Properties position peaked at $125K in Q4 2016.
576 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.