Genovese Burford & Brothers Wealth & Retirement Plan Management’s Healthpeak Properties DOC Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018 Q3	–	Sell	-53	Closed	-$1K	–	162
2018 Q2	$1K	Hold	53	–	–	﹤0.01%	416
2018 Q1	$1K	Hold	53	–	–	﹤0.01%	420
2017 Q4	$2K	Buy	+53	New	+$1.41K	0.01%	236

Other funds holding DOC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's DOC Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Healthpeak Properties (DOC) in Q3 2018, closing a stake of 53 shares — an estimated $1K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in DOC in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q4 2017. 577 funds tracked by Wall St. Rank hold DOC as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Healthpeak Properties position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 53 Healthpeak Properties shares in Q3 2018, an estimated $1K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Healthpeak Properties in Q4 2017 and held it in 3 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Healthpeak Properties position peaked at $2K in Q4 2017.
577 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.