PFA
DOC icon

Pathway Financial Advisors’s Healthpeak Properties DOC Stock Holding History

Pathway Financial 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
2018
Q1 		– Sell
-90
Closed -$2K – 434
2017
Q4 		$2K Buy
+90
New +$2.39K ﹤0.01% 429

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Pathway Financial Advisors's DOC Position: Q1 2018 in Review

Pathway Financial Advisors sold out of Healthpeak Properties (DOC) in Q1 2018, closing a stake of 90 shares — an estimated $2K sold.

Pathway Financial Advisors first reported a position in DOC in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 573 funds tracked by Wall St. Rank hold DOC as of Q1 2018.

  • Pathway Financial Advisors reported no remaining Healthpeak Properties position as of Q1 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 90 Healthpeak Properties shares in Q1 2018, an estimated $2K.
  • Pathway Financial Advisors first reported a position in Healthpeak Properties in Q4 2017 and held it in 1 quarter.
  • Pathway Financial Advisors's Healthpeak Properties position peaked at $2K in Q4 2017.
  • 573 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2018.

Based on Pathway Financial Advisors's 13F filing for Q1 2018, filed 4 May 2018.