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Costello Asset Management’s Healthpeak Properties DOC Stock Holding History

Costello Asset Management’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
2021
Q1 		– Sell
-1,952
Closed -$59K – 254
2020
Q4 		$59K Hold
1,952
– – 0.04% 104
2020
Q3 		$53K Hold
1,952
– – 0.05% 92
2020
Q2 		$54K Buy
+1,952
New +$49.8K 0.05% 86

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Costello Asset Management's DOC Position: Q1 2021 in Review

Costello Asset Management sold out of Healthpeak Properties (DOC) in Q1 2021, closing a stake of 1,952 shares — an estimated $59K sold.

Costello Asset Management first reported a position in DOC in Q2 2020 and held it in 3 quarters. The position peaked at $59K in Q4 2020. 601 funds tracked by Wall St. Rank hold DOC as of Q1 2021.

  • Costello Asset Management reported no remaining Healthpeak Properties position as of Q1 2021 after selling out during the quarter.
  • Costello Asset Management sold 1,952 Healthpeak Properties shares in Q1 2021, an estimated $59K.
  • Costello Asset Management first reported a position in Healthpeak Properties in Q2 2020 and held it in 3 quarters.
  • Costello Asset Management's Healthpeak Properties position peaked at $59K in Q4 2020.
  • 601 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2021.

Based on Costello Asset Management's 13F filing for Q1 2021, filed 3 May 2021.