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OneAscent Financial Services’s Healthpeak Properties DOC Stock Holding History

OneAscent Financial Services’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
-11,009
Closed -$263K – 181
2020
Q1 		$263K Buy
+11,009
New +$359K 0.2% 98

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
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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

OneAscent Financial Services's DOC Position: Q2 2020 in Review

OneAscent Financial Services sold out of Healthpeak Properties (DOC) in Q2 2020, closing a stake of 11,009 shares — an estimated $263K sold.

OneAscent Financial Services first reported a position in DOC in Q1 2020 and held it in 1 quarter. The position peaked at $263K in Q1 2020. 568 funds tracked by Wall St. Rank hold DOC as of Q2 2020.

  • OneAscent Financial Services reported no remaining Healthpeak Properties position as of Q2 2020 after selling out during the quarter.
  • OneAscent Financial Services sold 11,009 Healthpeak Properties shares in Q2 2020, an estimated $263K.
  • OneAscent Financial Services first reported a position in Healthpeak Properties in Q1 2020 and held it in 1 quarter.
  • OneAscent Financial Services's Healthpeak Properties position peaked at $263K in Q1 2020.
  • 568 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2020.

Based on OneAscent Financial Services's 13F filing for Q2 2020, filed 21 Jul 2020.