FGC
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Financial Gravity Companies’s Healthpeak Properties DOC Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$13K Buy
+414
New +$11.5K 0.01% 537
2018
Q1 		$60K Buy
2,558
+671
+36% +$15.6K 0.06% 262
2017
Q4 		$45K Buy
+1,887
New +$50K 0.05% 305

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Financial Gravity Companies's DOC Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Healthpeak Properties (DOC) in Q4 2018: 414 shares worth $13K. The stake represents 0.01% of the portfolio and ranks #537 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in DOC as recently as Q1 2018.

Financial Gravity Companies first reported a position in DOC in Q4 2017 and has held it in 3 quarters since. The position peaked at $60K in Q1 2018. 598 funds tracked by Wall St. Rank hold DOC as of Q4 2018.

  • Financial Gravity Companies held 414 shares of Healthpeak Properties worth $13K as of Q4 2018.
  • Healthpeak Properties was a new Financial Gravity Companies position in Q4 2018.
  • Healthpeak Properties made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #537 holding.
  • Financial Gravity Companies first reported a position in Healthpeak Properties in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Healthpeak Properties position peaked at $60K in Q1 2018.
  • 598 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.