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Principle Wealth Partners’s Healthpeak Properties DOC Stock Holding History

Principle 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
Q3 		– Sell
-1,892
Closed -$52K – 221
2020
Q2 		$52K Buy
+1,892
New +$48.3K 0.02% 269

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Principle Wealth Partners's DOC Position: Q3 2020 in Review

Principle Wealth Partners sold out of Healthpeak Properties (DOC) in Q3 2020, closing a stake of 1,892 shares — an estimated $52K sold.

Principle Wealth Partners first reported a position in DOC in Q2 2020 and held it in 1 quarter. The position peaked at $52K in Q2 2020. 559 funds tracked by Wall St. Rank hold DOC as of Q3 2020.

  • Principle Wealth Partners reported no remaining Healthpeak Properties position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 1,892 Healthpeak Properties shares in Q3 2020, an estimated $52K.
  • Principle Wealth Partners first reported a position in Healthpeak Properties in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Healthpeak Properties position peaked at $52K in Q2 2020.
  • 559 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.