CSat Investment Advisory’s Healthpeak Properties DOC Stock Holding History

CSat Investment Advisory’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	$48K	Buy	1,511 +247	+20%	+$7.5K	0.04%	202
2020 Q4	$38K	Sell	1,264 -1,445	-53%	-$42K	0.04%	207
2020 Q3	$74K	Buy	2,709 +217	+9%	+$5.95K	0.01%	579
2020 Q2	$68K	Buy	2,492 +1,003	+67%	+$25.6K	0.01%	606
2020 Q1	$35K	Buy	1,489 +34	+2%	+$1.11K	0.01%	611
2019 Q4	$50K	Buy	1,455 +368	+34%	+$12.9K	0.01%	626
2019 Q3	$39K	Sell	1,087 -78	-7%	-$2.63K	0.01%	618
2019 Q2	$37K	Buy	1,165 +509	+78%	+$15.8K	0.01%	623
2019 Q1	$21K	Buy	656 +24	+4%	+$731	0.01%	303
2018 Q4	$18K	Buy	632 +5	+0.8%	+$138	0.01%	307
2018 Q3	$17K	Buy	627 +7	+1%	+$184	0.01%	251
2018 Q2	$16K	Buy	+620	New	+$14.6K	0.01%	242

Other funds holding DOC

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

CSat Investment Advisory's DOC Position: Q1 2021 in Review

CSat Investment Advisory increased its Healthpeak Properties (DOC) stake by 20% in Q1 2021, buying an estimated $7.5K and bringing the position to 1,511 shares worth $48K. The position accounts for 0.04% of the portfolio, ranked #202.

CSat Investment Advisory first reported a position in DOC in Q2 2018 and has held it in 12 quarters since. The position peaked at $74K in Q3 2020. 601 funds tracked by Wall St. Rank hold DOC as of Q1 2021.

CSat Investment Advisory held 1,511 shares of Healthpeak Properties worth $48K as of Q1 2021.
CSat Investment Advisory bought 247 Healthpeak Properties shares in Q1 2021, an estimated $7.5K.
Healthpeak Properties made up 0.04% of CSat Investment Advisory's portfolio in Q1 2021, its #202 holding.
CSat Investment Advisory first reported a position in Healthpeak Properties in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Healthpeak Properties position peaked at $74K in Q3 2020.
601 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.