Patten Group’s Healthpeak Properties DOC Stock Holding History

Patten Group’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 Q1	–	Sell	-600	Closed	-$17K	–	278
2018 Q4	$17K	Hold	600	–	–	0.01%	383
2018 Q3	$16K	Hold	600	–	–	0.01%	452
2018 Q2	$15K	Hold	600	–	–	0.01%	426
2018 Q1	$14K	Hold	600	–	–	0.01%	434
2017 Q4	$16K	Hold	600	–	–	0.01%	448
2017 Q3	$17K	Hold	600	–	–	0.01%	434
2017 Q2	$18K	Buy	+600	New	+$19K	0.01%	443

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 $3.37T AUM 44.26% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Patten Group's DOC Position: Q1 2019 in Review

Patten Group sold out of Healthpeak Properties (DOC) in Q1 2019, closing a stake of 600 shares — an estimated $17K sold.

Patten Group first reported a position in DOC in Q2 2017 and held it in 7 quarters. The position peaked at $18K in Q2 2017. 629 funds tracked by Wall St. Rank hold DOC as of Q1 2019.

Patten Group reported no remaining Healthpeak Properties position as of Q1 2019 after selling out during the quarter.
Patten Group sold 600 Healthpeak Properties shares in Q1 2019, an estimated $17K.
Patten Group first reported a position in Healthpeak Properties in Q2 2017 and held it in 7 quarters.
Patten Group's Healthpeak Properties position peaked at $18K in Q2 2017.
629 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.