FGAM
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Financial Gravity Asset Management’s Healthpeak Properties DOC Stock Holding History

Financial Gravity Asset 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
2019
Q4 		– Sell
-6
Closed – – 1444
2019
Q3 		$0 Sell
6
-90
-94% -$3.04K ﹤0.01% 1269
2019
Q2 		$3K Sell
96
-229
-70% -$7.12K ﹤0.01% 787
2019
Q1 		$10K Buy
+325
New +$9.9K 0.01% 551
2018
Q3 		$5K Sell
170
-893
-84% -$23.5K 0.01% 723
2018
Q2 		$28K Sell
1,063
-1,495
-58% -$35.3K 0.03% 433
2018
Q1 		$60K Buy
+2,558
New +$59.4K 0.06% 262

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 $3.37T AUM 44.26% 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 Gravity Asset Management's DOC Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Healthpeak Properties (DOC) in Q4 2019, closing a stake of 6 shares.

Financial Gravity Asset Management first reported a position in DOC in Q1 2018 and held it in 6 quarters. The position peaked at $60K in Q1 2018. 611 funds tracked by Wall St. Rank hold DOC as of Q4 2019.

  • Financial Gravity Asset Management reported no remaining Healthpeak Properties position as of Q4 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 6 Healthpeak Properties shares in Q4 2019.
  • Financial Gravity Asset Management first reported a position in Healthpeak Properties in Q1 2018 and held it in 6 quarters.
  • Financial Gravity Asset Management's Healthpeak Properties position peaked at $60K in Q1 2018.
  • 611 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.