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Financial Architects (New Jersey)’s Healthpeak Properties DOC Stock Holding History

Financial Architects (New Jersey)’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
2019
Q4 		– Sell
-1,400
Closed -$50K – 921
2019
Q3 		$50K Hold
1,400
– – 0.01% 438
2019
Q2 		$45K Hold
1,400
– – 0.01% 533
2019
Q1 		$44K Sell
1,400
-163
-10% -$4.96K 0.01% 640
2018
Q4 		$44K Hold
1,563
– – 0.01% 581
2018
Q3 		$41K Buy
1,563
+163
+12% +$4.29K 0.01% 692
2018
Q2 		$36K Sell
1,400
-249
-15% -$5.87K 0.01% 647
2018
Q1 		$39K Sell
1,649
-14
-0.8% -$325 0.01% 679
2017
Q4 		$44K Sell
1,663
-31
-2% -$822 0.01% 721
2017
Q3 		$47K Sell
1,694
-9
-0.5% -$271 0.01% 704
2017
Q2 		$55K Buy
1,703
+33
+2% +$1.05K 0.01% 643
2017
Q1 		$52K Sell
1,670
-33
-2% -$1.01K 0.01% 641
2016
Q4 		$51K Sell
1,703
-169
-9% -$5.15K 0.01% 568
2016
Q3 		$64K Sell
1,872
-182
-9% -$6.37K 0.02% 503
2016
Q2 		$67K Buy
2,054
+483
+31% +$15K 0.02% 468
2016
Q1 		$47K Buy
+1,571
New +$47.1K 0.02% 413
2015
Q3 		– Sell
-180
Closed -$6K – 393
2015
Q2 		$6K Buy
+180
New +$6.55K ﹤0.01% 901
2015
Q1 		– Sell
-186
Closed -$7K – 957
2014
Q4 		$7K Buy
186
+152
+447% +$6.03K ﹤0.01% 747
2014
Q3 		$1K Hold
34
– – ﹤0.01% 854
2014
Q2 		$1K Buy
+34
New +$1.28K ﹤0.01% 878
2013
Q4 		– Sell
-581
Closed -$21K – 260
2013
Q3 		$21K Buy
581
+157
+37% +$6.12K 0.01% 381
2013
Q2 		$17K Buy
+424
New +$19.3K 0.01% 383

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
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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Architects (New Jersey)'s DOC Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of Healthpeak Properties (DOC) in Q4 2019, closing a stake of 1,400 shares — an estimated $50K sold.

Financial Architects (New Jersey) first reported a position in DOC in Q2 2013 and held it in 21 quarters. The position peaked at $67K in Q2 2016. 611 funds tracked by Wall St. Rank hold DOC as of Q4 2019.

  • Financial Architects (New Jersey) reported no remaining Healthpeak Properties position as of Q4 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,400 Healthpeak Properties shares in Q4 2019, an estimated $50K.
  • Financial Architects (New Jersey) first reported a position in Healthpeak Properties in Q2 2013 and held it in 21 quarters.
  • Financial Architects (New Jersey)'s Healthpeak Properties position peaked at $67K in Q2 2016.
  • 611 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.