Parisi Gray Wealth Management’s Healthpeak Properties DOC Stock Holding History

Parisi Gray Wealth Management’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
2018 Q4	–	Sell	-500	Closed	-$13K	–	582
2018 Q3	$13K	Hold	500	–	–	0.01%	372
2018 Q2	$13K	Hold	500	–	–	0.01%	385
2018 Q1	$11K	Hold	500	–	–	0.01%	420
2017 Q4	$13K	Buy	+500	New	+$13.3K	0.01%	402

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CIM

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

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Parisi Gray Wealth Management's DOC Position: Q4 2018 in Review

Parisi Gray Wealth Management sold out of Healthpeak Properties (DOC) in Q4 2018, closing a stake of 500 shares — an estimated $13K sold.

Parisi Gray Wealth Management first reported a position in DOC in Q4 2017 and held it in 4 quarters. The position peaked at $13K in Q3 2018. 598 funds tracked by Wall St. Rank hold DOC as of Q4 2018.

Parisi Gray Wealth Management reported no remaining Healthpeak Properties position as of Q4 2018 after selling out during the quarter.
Parisi Gray Wealth Management sold 500 Healthpeak Properties shares in Q4 2018, an estimated $13K.
Parisi Gray Wealth Management first reported a position in Healthpeak Properties in Q4 2017 and held it in 4 quarters.
Parisi Gray Wealth Management's Healthpeak Properties position peaked at $13K in Q3 2018.
598 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2018.

Based on Parisi Gray Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.