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Marino Stram & Associates’s Healthpeak Properties DOC Stock Holding History

Marino Stram & Associates’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
-72
Closed -$2K – 634
2018
Q4 		$2K Hold
72
– – ﹤0.01% 470
2018
Q3 		$2K Sell
72
-120
-63% -$3.15K ﹤0.01% 398
2018
Q2 		$5K Hold
192
– – ﹤0.01% 346
2018
Q1 		$4K Hold
192
– – ﹤0.01% 395
2017
Q4 		$5K Buy
+192
New +$5.09K ﹤0.01% 377

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

Marino Stram & Associates's DOC Position: Q1 2019 in Review

Marino Stram & Associates sold out of Healthpeak Properties (DOC) in Q1 2019, closing a stake of 72 shares — an estimated $2K sold.

Marino Stram & Associates first reported a position in DOC in Q4 2017 and held it in 5 quarters. The position peaked at $5K in Q2 2018. 629 funds tracked by Wall St. Rank hold DOC as of Q1 2019.

  • Marino Stram & Associates reported no remaining Healthpeak Properties position as of Q1 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 72 Healthpeak Properties shares in Q1 2019, an estimated $2K.
  • Marino Stram & Associates first reported a position in Healthpeak Properties in Q4 2017 and held it in 5 quarters.
  • Marino Stram & Associates's Healthpeak Properties position peaked at $5K in Q2 2018.
  • 629 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2019.

Based on Marino Stram & Associates's 13F filing for Q1 2019, filed 14 May 2019.