Legacy Advisors’s Healthpeak Properties DOC Stock Holding History

Legacy 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
2018 Q2	–	Sell	-78	Closed	-$2K	–	422
2018 Q1	$2K	Buy	+78	New	+$1.81K	﹤0.01%	340
2017 Q4	–	Sell	-92	Closed	-$2K	–	371
2017 Q3	$2K	Buy	+92	New	+$2.77K	﹤0.01%	322

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Legacy Advisors's DOC Position: Q2 2018 in Review

Legacy Advisors sold out of Healthpeak Properties (DOC) in Q2 2018, closing a stake of 78 shares — an estimated $2K sold.

Legacy Advisors first reported a position in DOC in Q3 2017 and held it in 2 quarters. The position peaked at $2K in Q1 2018. 570 funds tracked by Wall St. Rank hold DOC as of Q2 2018.

Legacy Advisors reported no remaining Healthpeak Properties position as of Q2 2018 after selling out during the quarter.
Legacy Advisors sold 78 Healthpeak Properties shares in Q2 2018, an estimated $2K.
Legacy Advisors first reported a position in Healthpeak Properties in Q3 2017 and held it in 2 quarters.
Legacy Advisors's Healthpeak Properties position peaked at $2K in Q1 2018.
570 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2018.

Based on Legacy Advisors's 13F filing for Q2 2018, filed 19 Jul 2018.