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MPS Loria Financial Planners’s Healthpeak Properties DOC Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-49
Closed -$1K – 232
2021
Q1 		$1K Hold
49
– – ﹤0.01% 490
2020
Q4 		$1K Buy
+49
New +$1.43K ﹤0.01% 527

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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

MPS Loria Financial Planners's DOC Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Healthpeak Properties (DOC) in Q2 2021, closing a stake of 49 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in DOC in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 582 funds tracked by Wall St. Rank hold DOC as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Healthpeak Properties position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 49 Healthpeak Properties shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in Healthpeak Properties in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Healthpeak Properties position peaked at $1K in Q1 2021.
  • 582 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.