KWMG
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King Wealth Management Group’s Healthpeak Properties DOC Stock Holding History

King Wealth Management Group’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
2017
Q4 		– Sell
-7,440
Closed -$207K – 124
2017
Q3 		$207K Sell
7,440
-112
-1% -$3.37K 0.08% 120
2017
Q2 		$241K Sell
7,552
-483
-6% -$15.3K 0.1% 107
2017
Q1 		$251K Sell
8,035
-3,207
-29% -$98.5K 0.1% 104
2016
Q4 		$334K Sell
11,242
-1,360
-11% -$41.5K 0.15% 83
2016
Q3 		$436K Buy
12,602
+1,479
+13% +$51.7K 0.22% 62
2016
Q2 		$358K Sell
11,123
-887
-7% -$27.5K 0.19% 66
2016
Q1 		$356K Sell
12,010
-145
-1% -$4.35K 0.19% 64
2015
Q4 		$423K Sell
12,155
-411
-3% -$13.8K 0.23% 64
2015
Q3 		$426K Sell
12,566
-1,447
-10% -$50K 0.26% 63
2015
Q2 		$465K Sell
14,013
-62
-0.4% -$2.26K 0.25% 63
2015
Q1 		$553K Sell
14,075
-3,343
-19% -$134K 0.32% 52
2014
Q4 		$698K Buy
+17,418
New +$691K 0.37% 53
2014
Q3 		– Sell
-15,133
Closed -$569K – 108
2014
Q2 		$569K Buy
+15,133
New +$570K 0.35% 55

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

King Wealth Management Group's DOC Position: Q4 2017 in Review

King Wealth Management Group sold out of Healthpeak Properties (DOC) in Q4 2017, closing a stake of 7,440 shares — an estimated $207K sold.

King Wealth Management Group first reported a position in DOC in Q2 2014 and held it in 13 quarters. The position peaked at $698K in Q4 2014. 581 funds tracked by Wall St. Rank hold DOC as of Q4 2017.

  • King Wealth Management Group reported no remaining Healthpeak Properties position as of Q4 2017 after selling out during the quarter.
  • King Wealth Management Group sold 7,440 Healthpeak Properties shares in Q4 2017, an estimated $207K.
  • King Wealth Management Group first reported a position in Healthpeak Properties in Q2 2014 and held it in 13 quarters.
  • King Wealth Management Group's Healthpeak Properties position peaked at $698K in Q4 2014.
  • 581 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2017.

Based on King Wealth Management Group's 13F filing for Q4 2017, filed 12 Feb 2018.