MBE Wealth Management’s Healthpeak Properties DOC Stock Holding History

MBE 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	–	Sell	-43	Closed	-$1K	–	162
2020 Q1	$1K	Buy	+43	New	+$1.4K	﹤0.01%	502

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 $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

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

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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

MBE Wealth Management sold out of Healthpeak Properties (DOC) in Q2 2020, closing a stake of 43 shares — an estimated $1K sold.

MBE Wealth Management first reported a position in DOC in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 568 funds tracked by Wall St. Rank hold DOC as of Q2 2020.

MBE Wealth Management reported no remaining Healthpeak Properties position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 43 Healthpeak Properties shares in Q2 2020, an estimated $1K.
MBE Wealth Management first reported a position in Healthpeak Properties in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's Healthpeak Properties position peaked at $1K in Q1 2020.
568 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.