New England Private Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

New England Private Wealth 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
2019 Q4	–	Sell	-6,000	Closed	-$214K	–	104
2019 Q3	$214K	Buy	+6,000	New	+$203K	0.05%	148
2016 Q4	–	Sell	-6,588	Closed	-$228K	–	122
2016 Q3	$228K	Hold	6,588	–	–	0.08%	110
2016 Q2	$212K	Buy	+6,588	New	+$205K	0.08%	109
2016 Q1	–	Sell	-6,588	Closed	-$229K	–	122
2015 Q4	$229K	Hold	6,588	–	–	0.09%	102
2015 Q3	$224K	Hold	6,588	–	–	0.1%	94
2015 Q2	$219K	Hold	6,588	–	–	0.08%	97
2015 Q1	$259K	Hold	6,588	–	–	0.1%	84
2014 Q4	$264K	Buy	+6,588	New	+$261K	0.1%	83

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 $3.38T AUM 44.17% 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

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

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

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

New England Private Wealth Advisors's DOC Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of Healthpeak Properties (DOC) in Q4 2019, closing a stake of 6,000 shares — an estimated $214K sold.

New England Private Wealth Advisors first reported a position in DOC in Q4 2014 and held it in 8 quarters. The position peaked at $264K in Q4 2014. 611 funds tracked by Wall St. Rank hold DOC as of Q4 2019.

New England Private Wealth Advisors reported no remaining Healthpeak Properties position as of Q4 2019 after selling out during the quarter.
New England Private Wealth Advisors sold 6,000 Healthpeak Properties shares in Q4 2019, an estimated $214K.
New England Private Wealth Advisors first reported a position in Healthpeak Properties in Q4 2014 and held it in 8 quarters.
New England Private Wealth Advisors's Healthpeak Properties position peaked at $264K in Q4 2014.
611 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.