EIP
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Ellis Investment Partners’s Healthpeak Properties DOC Stock Holding History

Ellis Investment Partners’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
-249
Closed -$8K – 725
2019
Q4 		$8K Hold
249
– – ﹤0.01% 543
2019
Q3 		$8K Buy
249
+3
+1% +$101 ﹤0.01% 553
2019
Q2 		$7K Buy
+246
New +$7.65K ﹤0.01% 554

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ellis Investment Partners's DOC Position: Q1 2020 in Review

Ellis Investment Partners sold out of Healthpeak Properties (DOC) in Q1 2020, closing a stake of 249 shares — an estimated $8K sold.

Ellis Investment Partners first reported a position in DOC in Q2 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 579 funds tracked by Wall St. Rank hold DOC as of Q1 2020.

  • Ellis Investment Partners reported no remaining Healthpeak Properties position as of Q1 2020 after selling out during the quarter.
  • Ellis Investment Partners sold 249 Healthpeak Properties shares in Q1 2020, an estimated $8K.
  • Ellis Investment Partners first reported a position in Healthpeak Properties in Q2 2019 and held it in 3 quarters.
  • Ellis Investment Partners's Healthpeak Properties position peaked at $8K in Q4 2019.
  • 579 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2020.

Based on Ellis Investment Partners's 13F filing for Q1 2020, filed 17 Apr 2020.