NEPWA
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return