Loring Wolcott & Coolidge Fiduciary Advisors’s Healthpeak Properties DOC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021 Q1	–	Sell	-334	Closed	-$10K	–	412
2020 Q4	$10K	Buy	+334	New	+$9.72K	﹤0.01%	564
2017 Q3	–	Sell	-10,135	Closed	-$321K	–	813
2017 Q2	$321K	Hold	10,135	–	–	0.01%	226
2017 Q1	$317K	Hold	10,135	–	–	0.01%	222
2016 Q4	$301K	Sell	10,135 -993	-9%	-$30.3K	0.01%	228
2016 Q3	$385K	Hold	11,128	–	–	0.01%	205
2016 Q2	$359K	Hold	11,128	–	–	0.01%	208
2016 Q1	$330K	Hold	11,128	–	–	0.01%	209
2015 Q4	$388K	Hold	11,128	–	–	0.01%	217
2015 Q3	$370K	Hold	11,128	–	–	0.01%	222
2015 Q2	$370K	Sell	11,128 -417	-4%	-$15.2K	0.01%	222
2015 Q1	$454K	Hold	11,545	–	–	0.01%	216
2014 Q4	$463K	Buy	11,545 +2,563	+29%	+$102K	0.01%	209
2014 Q3	$325K	Hold	8,982	–	–	0.01%	220
2014 Q2	$338K	Sell	8,982 -15	-0.2%	-$565	0.01%	226
2014 Q1	$318K	Hold	8,997	–	–	0.01%	222
2013 Q4	$298K	Buy	8,997 +2,772	+45%	+$98.8K	0.01%	227
2013 Q3	$232K	Hold	6,225	–	–	0.01%	234
2013 Q2	$258K	Buy	+6,225	New	+$284K	0.01%	236

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Loring Wolcott & Coolidge Fiduciary Advisors's DOC Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Healthpeak Properties (DOC) in Q1 2021, closing a stake of 334 shares — an estimated $10K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DOC in Q2 2013 and held it in 18 quarters. The position peaked at $463K in Q4 2014. 601 funds tracked by Wall St. Rank hold DOC as of Q1 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Healthpeak Properties position as of Q1 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 334 Healthpeak Properties shares in Q1 2021, an estimated $10K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Healthpeak Properties in Q2 2013 and held it in 18 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Healthpeak Properties position peaked at $463K in Q4 2014.
601 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.