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Paces Ferry Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-4,623
Closed -$126K – 388
2020
Q3 		$126K Buy
+4,623
New +$127K 0.11% 137

Other funds holding DOC

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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
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
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

Paces Ferry Wealth Advisors's DOC Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Healthpeak Properties (DOC) in Q4 2020, closing a stake of 4,623 shares — an estimated $126K sold.

Paces Ferry Wealth Advisors first reported a position in DOC in Q3 2020 and held it in 1 quarter. The position peaked at $126K in Q3 2020. 594 funds tracked by Wall St. Rank hold DOC as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Healthpeak Properties position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 4,623 Healthpeak Properties shares in Q4 2020, an estimated $126K.
  • Paces Ferry Wealth Advisors first reported a position in Healthpeak Properties in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Healthpeak Properties position peaked at $126K in Q3 2020.
  • 594 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.