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JNBA Financial Advisors’s Healthpeak Properties DOC Stock Holding History

JNBA Financial 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
2022
Q1 		– Sell
-374
Closed -$13K – 740
2021
Q4 		$13K Buy
+374
New +$12.9K ﹤0.01% 493
2018
Q4 		– Sell
-3,550
Closed -$93K – 584
2018
Q3 		$93K Buy
3,550
+3,205
+929% +$84.2K 0.04% 184
2018
Q2 		$9K Hold
345
– – ﹤0.01% 405
2018
Q1 		$8K Hold
345
– – ﹤0.01% 393
2017
Q4 		$9K Hold
345
– – ﹤0.01% 376
2017
Q3 		$10K Buy
+345
New +$10.4K ﹤0.01% 361
2016
Q4 		– Sell
-3,455
Closed -$119K – 706
2016
Q3 		$119K Buy
3,455
+3,126
+950% +$109K 0.02% 319
2016
Q2 		$11K Sell
329
-664
-67% -$20.6K ﹤0.01% 343
2016
Q1 		$29K Hold
993
– – 0.01% 247
2015
Q4 		$35K Sell
993
-109
-10% -$3.65K 0.01% 222
2015
Q3 		$37K Hold
1,102
– – 0.02% 210
2015
Q2 		$37K Hold
1,102
– – 0.01% 210
2015
Q1 		$43K Sell
1,102
-220
-17% -$8.83K 0.02% 201
2014
Q4 		$53K Hold
1,322
– – 0.02% 185
2014
Q3 		$48K Buy
1,322
+110
+9% +$4.17K 0.02% 192
2014
Q2 		$46K Hold
1,212
– – 0.02% 184
2014
Q1 		$43K Hold
1,212
– – 0.02% 179
2013
Q4 		$40K Hold
1,212
– – 0.02% 178
2013
Q3 		$45K Buy
1,212
+329
+37% +$12.8K 0.03% 163
2013
Q2 		$37K Buy
+883
New +$40.3K 0.03% 162

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

JNBA Financial Advisors's DOC Position: Q1 2022 in Review

JNBA Financial Advisors sold out of Healthpeak Properties (DOC) in Q1 2022, closing a stake of 374 shares — an estimated $13K sold.

JNBA Financial Advisors first reported a position in DOC in Q2 2013 and held it in 20 quarters. The position peaked at $119K in Q3 2016. 632 funds tracked by Wall St. Rank hold DOC as of Q1 2022.

  • JNBA Financial Advisors reported no remaining Healthpeak Properties position as of Q1 2022 after selling out during the quarter.
  • JNBA Financial Advisors sold 374 Healthpeak Properties shares in Q1 2022, an estimated $13K.
  • JNBA Financial Advisors first reported a position in Healthpeak Properties in Q2 2013 and held it in 20 quarters.
  • JNBA Financial Advisors's Healthpeak Properties position peaked at $119K in Q3 2016.
  • 632 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2022.

Based on JNBA Financial Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.