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Personal Wealth Partners’s Healthpeak Properties DOC Stock Holding History

Personal Wealth Partners’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
Q1 		– Sell
-1,910
Closed -$66K – 203
2019
Q4 		$66K Hold
1,910
– – 0.03% 131
2019
Q3 		$68K Buy
1,910
+80
+4% +$2.7K 0.03% 131
2019
Q2 		$59K Buy
+1,830
New +$56.9K 0.03% 126

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

Personal Wealth Partners's DOC Position: Q1 2020 in Review

Personal Wealth Partners sold out of Healthpeak Properties (DOC) in Q1 2020, closing a stake of 1,910 shares — an estimated $66K sold.

Personal Wealth Partners first reported a position in DOC in Q2 2019 and held it in 3 quarters. The position peaked at $68K in Q3 2019. 579 funds tracked by Wall St. Rank hold DOC as of Q1 2020.

  • Personal Wealth Partners reported no remaining Healthpeak Properties position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 1,910 Healthpeak Properties shares in Q1 2020, an estimated $66K.
  • Personal Wealth Partners first reported a position in Healthpeak Properties in Q2 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Healthpeak Properties position peaked at $68K in Q3 2019.
  • 579 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.