Geller Advisors’s Healthpeak Properties DOC Stock Holding History

Geller Advisors’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 Q2	–	Sell	-11,462	Closed	-$273K	–	88
2020 Q1	$273K	Buy	+11,462	New	+$374K	0.08%	46

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geller Advisors's DOC Position: Q2 2020 in Review

Geller Advisors sold out of Healthpeak Properties (DOC) in Q2 2020, closing a stake of 11,462 shares — an estimated $273K sold.

Geller Advisors first reported a position in DOC in Q1 2020 and held it in 1 quarter. The position peaked at $273K in Q1 2020. 568 funds tracked by Wall St. Rank hold DOC as of Q2 2020.

Geller Advisors reported no remaining Healthpeak Properties position as of Q2 2020 after selling out during the quarter.
Geller Advisors sold 11,462 Healthpeak Properties shares in Q2 2020, an estimated $273K.
Geller Advisors first reported a position in Healthpeak Properties in Q1 2020 and held it in 1 quarter.
Geller Advisors's Healthpeak Properties position peaked at $273K in Q1 2020.
568 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2020.

Based on Geller Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.