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Gideon Capital Advisors’s Healthpeak Properties DOC Stock Holding History

Gideon Capital 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
Q1 		– Sell
-55,503
Closed -$1.91M – 56
2019
Q4 		$1.91M Buy
55,503
+20,329
+58% +$711K 0.66% 52
2019
Q3 		$1.25M Buy
+35,174
New +$1.19M 0.41% 87
2019
Q2 		– Sell
-155,245
Closed -$4.86M – 312
2019
Q1 		$4.86M Buy
+155,245
New +$4.73M 1.74% 4
2017
Q4 		– Sell
-29,306
Closed -$816K – 317
2017
Q3 		$816K Buy
29,306
+21,473
+274% +$646K 0.8% 11
2017
Q2 		$250K Sell
7,833
-4,113
-34% -$130K 0.28% 171
2017
Q1 		$374K Buy
+11,946
New +$367K 0.22% 174
2016
Q4 		– Sell
-22,038
Closed -$762K – 414
2016
Q3 		$762K Buy
22,038
+7,174
+48% +$251K 0.46% 73
2016
Q2 		$479K Buy
+14,864
New +$462K 0.28% 102
2016
Q1 		– Sell
-17,091
Closed -$595K – 167
2015
Q4 		$595K Sell
17,091
-35,184
-67% -$1.18M 0.43% 86
2015
Q3 		$1.77M Buy
+52,275
New +$1.81M 1.04% 19
2015
Q1 		– Sell
-21,268
Closed -$853K – 244
2014
Q4 		$853K Buy
21,268
+10,838
+104% +$430K 0.4% 88
2014
Q3 		$377K Buy
+10,430
New +$396K 0.15% 182
2014
Q1 		– Sell
-46,952
Closed -$1.55M – 224
2013
Q4 		$1.55M Buy
+46,952
New +$1.67M 0.92% 25

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Gideon Capital Advisors's DOC Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Healthpeak Properties (DOC) in Q1 2020, closing a stake of 55,503 shares — an estimated $1.91M sold.

Gideon Capital Advisors first reported a position in DOC in Q4 2013 and held it in 13 quarters. The position peaked at $4.86M in Q1 2019. 579 funds tracked by Wall St. Rank hold DOC as of Q1 2020.

  • Gideon Capital Advisors reported no remaining Healthpeak Properties position as of Q1 2020 after selling out during the quarter.
  • Gideon Capital Advisors sold 55,503 Healthpeak Properties shares in Q1 2020, an estimated $1.91M.
  • Gideon Capital Advisors first reported a position in Healthpeak Properties in Q4 2013 and held it in 13 quarters.
  • Gideon Capital Advisors's Healthpeak Properties position peaked at $4.86M in Q1 2019.
  • 579 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.