Fiduciary Trust International of Pennsylvania’s Healthpeak Properties DOC Stock Holding History

Fiduciary Trust International of Pennsylvania’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	$228K	Buy	+9,562	New	+$312K	0.01%	336
2019 Q4	–	Sell	-9,562	Closed	-$341K	–	325
2019 Q3	$341K	Hold	9,562	–	–	0.01%	324
2019 Q2	$306K	Hold	9,562	–	–	0.01%	334
2019 Q1	$299K	Hold	9,562	–	–	0.01%	288
2018 Q4	$267K	Hold	9,562	–	–	0.01%	280
2018 Q3	$251K	Hold	9,562	–	–	0.01%	324
2018 Q2	$247K	Buy	+9,562	New	+$225K	0.01%	318
2017 Q3	–	Sell	-11,262	Closed	-$362K	–	343
2017 Q2	$362K	Buy	+11,262	New	+$357K	0.02%	326
2015 Q3	–	Sell	-12,827	Closed	-$426K	–	321
2015 Q2	$426K	Hold	12,827	–	–	0.03%	290
2015 Q1	$505K	Sell	12,827 -247	-2%	-$9.92K	0.03%	233
2014 Q4	$524K	Hold	13,074	–	–	0.03%	236
2014 Q3	$473K	Buy	13,074 +165	+1%	+$6.26K	0.03%	251
2014 Q2	$487K	Buy	12,909 +425	+3%	+$16K	0.03%	238
2014 Q1	$441K	Hold	12,484	–	–	0.03%	236
2013 Q4	$413K	Hold	12,484	–	–	0.03%	243
2013 Q3	$466K	Sell	12,484 -1,821	-13%	-$71K	0.04%	223
2013 Q2	$592K	Buy	+14,305	New	+$652K	0.05%	199

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's DOC Position: Q1 2020 in Review

Fiduciary Trust International of Pennsylvania opened a new position in Healthpeak Properties (DOC) in Q1 2020: 9,562 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #336 among its holdings. This is a return to the name: Fiduciary Trust International of Pennsylvania previously reported a position in DOC as recently as Q3 2019.

Fiduciary Trust International of Pennsylvania first reported a position in DOC in Q2 2013 and has held it in 17 quarters since. The position peaked at $592K in Q2 2013. 579 funds tracked by Wall St. Rank hold DOC as of Q1 2020.

Fiduciary Trust International of Pennsylvania held 9,562 shares of Healthpeak Properties worth $228K as of Q1 2020.
Healthpeak Properties was a new Fiduciary Trust International of Pennsylvania position in Q1 2020.
Healthpeak Properties made up 0.01% of Fiduciary Trust International of Pennsylvania's portfolio in Q1 2020, its #336 holding.
Fiduciary Trust International of Pennsylvania first reported a position in Healthpeak Properties in Q2 2013 and has held it in 17 quarters since.
Fiduciary Trust International of Pennsylvania's Healthpeak Properties position peaked at $592K in Q2 2013.
579 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2020.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q1 2020, filed 27 Apr 2020.