Edge Wealth Management’s Healthpeak Properties DOC Stock Holding History

Edge Wealth 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
2020 Q3	–	Sell	-200	Closed	-$6K	–	488
2020 Q2	$6K	Hold	200	–	–	﹤0.01%	523
2020 Q1	$5K	Hold	200	–	–	﹤0.01%	476
2019 Q4	$7K	Hold	200	–	–	﹤0.01%	454
2019 Q3	$7K	Hold	200	–	–	﹤0.01%	446
2019 Q2	$6K	Hold	200	–	–	﹤0.01%	467
2019 Q1	$6K	Hold	200	–	–	﹤0.01%	449
2018 Q4	$6K	Hold	200	–	–	﹤0.01%	451
2018 Q3	$5K	Hold	200	–	–	﹤0.01%	501
2018 Q2	$5K	Hold	200	–	–	﹤0.01%	485
2018 Q1	$5K	Hold	200	–	–	﹤0.01%	450
2017 Q4	$5K	Hold	200	–	–	﹤0.01%	444
2017 Q3	$6K	Hold	200	–	–	﹤0.01%	425
2017 Q2	$6K	Hold	200	–	–	﹤0.01%	419
2017 Q1	$6K	Hold	200	–	–	﹤0.01%	396
2016 Q4	$6K	Sell	200 -20	-9%	-$610	﹤0.01%	379
2016 Q3	$8K	Sell	220 -12	-5%	-$420	﹤0.01%	355
2016 Q2	$7K	Hold	232	–	–	﹤0.01%	341
2016 Q1	$7K	Hold	232	–	–	﹤0.01%	313
2015 Q4	$8K	Buy	232 +1	+0.4%	+$33	﹤0.01%	309
2015 Q3	$8K	Hold	231	–	–	﹤0.01%	307
2015 Q2	$8K	Hold	231	–	–	﹤0.01%	312
2015 Q1	$9K	Buy	+231	New	+$9.27K	﹤0.01%	311

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Edge Wealth Management's DOC Position: Q3 2020 in Review

Edge Wealth Management sold out of Healthpeak Properties (DOC) in Q3 2020, closing a stake of 200 shares — an estimated $6K sold.

Edge Wealth Management first reported a position in DOC in Q1 2015 and held it in 22 quarters. The position peaked at $9K in Q1 2015. 559 funds tracked by Wall St. Rank hold DOC as of Q3 2020.

Edge Wealth Management reported no remaining Healthpeak Properties position as of Q3 2020 after selling out during the quarter.
Edge Wealth Management sold 200 Healthpeak Properties shares in Q3 2020, an estimated $6K.
Edge Wealth Management first reported a position in Healthpeak Properties in Q1 2015 and held it in 22 quarters.
Edge Wealth Management's Healthpeak Properties position peaked at $9K in Q1 2015.
559 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.