Detalus Advisors’s Healthpeak Properties DOC Stock Holding History

Detalus 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
2020 Q1	–	Sell	-6,438	Closed	-$222K	–	91
2019 Q4	$222K	Buy	+6,438	New	+$225K	0.16%	90

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

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Detalus Advisors's DOC Position: Q1 2020 in Review

Detalus Advisors sold out of Healthpeak Properties (DOC) in Q1 2020, closing a stake of 6,438 shares — an estimated $222K sold.

Detalus Advisors first reported a position in DOC in Q4 2019 and held it in 1 quarter. The position peaked at $222K in Q4 2019. 578 funds tracked by Wall St. Rank hold DOC as of Q1 2020.

Detalus Advisors reported no remaining Healthpeak Properties position as of Q1 2020 after selling out during the quarter.
Detalus Advisors sold 6,438 Healthpeak Properties shares in Q1 2020, an estimated $222K.
Detalus Advisors first reported a position in Healthpeak Properties in Q4 2019 and held it in 1 quarter.
Detalus Advisors's Healthpeak Properties position peaked at $222K in Q4 2019.
578 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2020.

Based on Detalus Advisors's 13F filing for Q1 2020, filed 15 May 2020.