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JOYN Advisors’s Healthpeak Properties DOC Stock Holding History

JOYN 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
2019
Q1 		– Sell
-1,740
Closed -$49K – 454
2018
Q4 		$49K Buy
1,740
+363
+26% +$10K 0.01% 347
2018
Q3 		$36K Buy
1,377
+77
+6% +$2.02K 0.01% 487
2018
Q2 		$34K Buy
1,300
+1,275
+5,100% +$30.1K 0.01% 503
2018
Q1 		$1K Buy
+25
New +$581 ﹤0.01% 1171

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 $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JOYN Advisors's DOC Position: Q1 2019 in Review

JOYN Advisors sold out of Healthpeak Properties (DOC) in Q1 2019, closing a stake of 1,740 shares — an estimated $49K sold.

JOYN Advisors first reported a position in DOC in Q1 2018 and held it in 4 quarters. The position peaked at $49K in Q4 2018. 629 funds tracked by Wall St. Rank hold DOC as of Q1 2019.

  • JOYN Advisors reported no remaining Healthpeak Properties position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 1,740 Healthpeak Properties shares in Q1 2019, an estimated $49K.
  • JOYN Advisors first reported a position in Healthpeak Properties in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Healthpeak Properties position peaked at $49K in Q4 2018.
  • 629 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.