JIC
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Joel Isaacson & Co’s Healthpeak Properties DOC Stock Holding History

Joel Isaacson & Co’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
2019
Q2 		– Sell
-15,295
Closed -$479K – 212
2019
Q1 		$479K Sell
15,295
-85
-0.6% -$2.59K 0.07% 142
2018
Q4 		$446K Buy
+15,380
New +$426K 0.07% 143

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Joel Isaacson & Co's DOC Position: Q2 2019 in Review

Joel Isaacson & Co sold out of Healthpeak Properties (DOC) in Q2 2019, closing a stake of 15,295 shares — an estimated $479K sold.

Joel Isaacson & Co first reported a position in DOC in Q4 2018 and held it in 2 quarters. The position peaked at $479K in Q1 2019. 612 funds tracked by Wall St. Rank hold DOC as of Q2 2019.

  • Joel Isaacson & Co reported no remaining Healthpeak Properties position as of Q2 2019 after selling out during the quarter.
  • Joel Isaacson & Co sold 15,295 Healthpeak Properties shares in Q2 2019, an estimated $479K.
  • Joel Isaacson & Co first reported a position in Healthpeak Properties in Q4 2018 and held it in 2 quarters.
  • Joel Isaacson & Co's Healthpeak Properties position peaked at $479K in Q1 2019.
  • 612 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2019.

Based on Joel Isaacson & Co's 13F filing for Q2 2019, filed 11 Jul 2019.