LWM
DOC icon

Lenox Wealth Management’s Healthpeak Properties DOC Stock Holding History

Lenox Wealth Management’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
2020
Q2 		$6K Sell
242
-60
-20% -$1.53K ﹤0.01% 507
2020
Q1 		$7K Sell
302
-7,606
-96% -$248K ﹤0.01% 438
2019
Q4 		$273K Buy
7,908
+145
+2% +$5.07K 0.08% 131
2019
Q3 		$276K Buy
7,763
+7,398
+2,027% +$250K 0.08% 121
2019
Q2 		$11K Buy
365
+193
+112% +$6K ﹤0.01% 422
2019
Q1 		$5K Buy
+172
New +$5.24K ﹤0.01% 515

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Lenox Wealth Management's DOC Position: Q2 2020 in Review

Lenox Wealth Management reduced its Healthpeak Properties (DOC) stake by 20% in Q2 2020, selling an estimated $1.53K and leaving 242 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Lenox Wealth Management first reported a position in DOC in Q1 2019 and has held it in 6 quarters since. The position peaked at $276K in Q3 2019. 568 funds tracked by Wall St. Rank hold DOC as of Q2 2020.

  • Lenox Wealth Management held 242 shares of Healthpeak Properties worth $6K as of Q2 2020.
  • Lenox Wealth Management sold 60 Healthpeak Properties shares in Q2 2020, an estimated $1.53K.
  • Healthpeak Properties made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #507 holding.
  • Lenox Wealth Management first reported a position in Healthpeak Properties in Q1 2019 and has held it in 6 quarters since.
  • Lenox Wealth Management's Healthpeak Properties position peaked at $276K in Q3 2019.
  • 568 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.