Institutional & Family Asset Management’s Healthpeak Properties DOC Stock Holding History

Institutional & Family Asset 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 Q4	–	Sell	-44	Closed	-$1K	–	874
2020 Q3	$1K	Sell	44 -72	-62%	-$1.97K	﹤0.01%	778
2020 Q2	$3K	Sell	116 -257	-69%	-$6.56K	﹤0.01%	634
2020 Q1	$9K	Buy	373 +257	+222%	+$8.38K	﹤0.01%	466
2019 Q4	$4K	Buy	116 +58	+100%	+$2.03K	﹤0.01%	615
2019 Q3	$2K	Hold	58	–	–	﹤0.01%	685
2019 Q2	$2K	Hold	58	–	–	﹤0.01%	703
2019 Q1	$2K	Hold	58	–	–	﹤0.01%	701
2018 Q4	$2K	Hold	58	–	–	﹤0.01%	674
2018 Q3	$2K	Hold	58	–	–	﹤0.01%	725
2018 Q2	$1K	Hold	58	–	–	﹤0.01%	789
2018 Q1	$1K	Buy	+58	New	+$1.35K	﹤0.01%	778

Other funds holding DOC

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

Cohen & Steers New York $63.2B AUM 17.15% 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

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Institutional & Family Asset Management's DOC Position: Q4 2020 in Review

Institutional & Family Asset Management sold out of Healthpeak Properties (DOC) in Q4 2020, closing a stake of 44 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in DOC in Q1 2018 and held it in 11 quarters. The position peaked at $9K in Q1 2020. 594 funds tracked by Wall St. Rank hold DOC as of Q4 2020.

Institutional & Family Asset Management reported no remaining Healthpeak Properties position as of Q4 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 44 Healthpeak Properties shares in Q4 2020, an estimated $1K.
Institutional & Family Asset Management first reported a position in Healthpeak Properties in Q1 2018 and held it in 11 quarters.
Institutional & Family Asset Management's Healthpeak Properties position peaked at $9K in Q1 2020.
594 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2020.

Based on Institutional & Family Asset Management's 13F filing for Q4 2020, filed 3 Feb 2021.