FWM
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FSA Wealth Management’s Healthpeak Properties DOC Stock Holding History

FSA Wealth 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
2020
Q3 		– Sell
-290
Closed -$8K – 138
2020
Q2 		$8K Hold
290
– – 0.01% 286
2020
Q1 		$7K Hold
290
– – 0.01% 277
2019
Q4 		$10K Buy
+290
New +$10.1K 0.01% 302

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

FSA Wealth Management's DOC Position: Q3 2020 in Review

FSA Wealth Management sold out of Healthpeak Properties (DOC) in Q3 2020, closing a stake of 290 shares — an estimated $8K sold.

FSA Wealth Management first reported a position in DOC in Q4 2019 and held it in 3 quarters. The position peaked at $10K in Q4 2019. 559 funds tracked by Wall St. Rank hold DOC as of Q3 2020.

  • FSA Wealth Management reported no remaining Healthpeak Properties position as of Q3 2020 after selling out during the quarter.
  • FSA Wealth Management sold 290 Healthpeak Properties shares in Q3 2020, an estimated $8K.
  • FSA Wealth Management first reported a position in Healthpeak Properties in Q4 2019 and held it in 3 quarters.
  • FSA Wealth Management's Healthpeak Properties position peaked at $10K in Q4 2019.
  • 559 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2020.

Based on FSA Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.