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Garrett Wealth Advisory Group’s Healthpeak Properties DOC Stock Holding History

Garrett Wealth Advisory Group’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
-148
Closed -$5.27K – 203
2019
Q3 		$5.27K Buy
+148
New +$5K ﹤0.01% 362

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Garrett Wealth Advisory Group's DOC Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Healthpeak Properties (DOC) in Q4 2019, closing a stake of 148 shares — an estimated $5.27K sold.

Garrett Wealth Advisory Group first reported a position in DOC in Q3 2019 and held it in 1 quarter. The position peaked at $5.27K in Q3 2019. 610 funds tracked by Wall St. Rank hold DOC as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Healthpeak Properties position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 148 Healthpeak Properties shares in Q4 2019, an estimated $5.27K.
  • Garrett Wealth Advisory Group first reported a position in Healthpeak Properties in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Healthpeak Properties position peaked at $5.27K in Q3 2019.
  • 610 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.