Prio Wealth Limited Partnership’s Healthpeak Properties DOC Stock Holding History

Prio Wealth Limited Partnership’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
2017 Q3	–	Sell	-6,374	Closed	-$203K	–	235
2017 Q2	$203K	Sell	6,374 -3,000	-32%	-$95.1K	0.01%	236
2017 Q1	$293K	Hold	9,374	–	–	0.02%	202
2016 Q4	$278K	Sell	9,374 -919	-9%	-$28K	0.01%	207
2016 Q3	$355K	Hold	10,293	–	–	0.02%	199
2016 Q2	$331K	Hold	10,293	–	–	0.02%	200
2016 Q1	$305K	Hold	10,293	–	–	0.02%	211
2015 Q4	$358K	Buy	10,293 +604	+6%	+$20.2K	0.02%	195
2015 Q3	$328K	Hold	9,689	–	–	0.02%	205
2015 Q2	$321K	Buy	9,689 +136	+1%	+$4.95K	0.02%	212
2015 Q1	$375K	Hold	9,553	–	–	0.02%	199
2014 Q4	$383K	Hold	9,553	–	–	0.02%	196
2014 Q3	$345K	Hold	9,553	–	–	0.02%	201
2014 Q2	$360K	Hold	9,553	–	–	0.02%	200
2014 Q1	$337K	Hold	9,553	–	–	0.02%	203
2013 Q4	$315K	Hold	9,553	–	–	0.02%	209
2013 Q3	$356K	Sell	9,553 -33	-0.3%	-$1.29K	0.02%	197
2013 Q2	$396K	Buy	+9,586	New	+$437K	0.02%	185

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Prio Wealth Limited Partnership's DOC Position: Q3 2017 in Review

Prio Wealth Limited Partnership sold out of Healthpeak Properties (DOC) in Q3 2017, closing a stake of 6,374 shares — an estimated $203K sold.

Prio Wealth Limited Partnership first reported a position in DOC in Q2 2013 and held it in 17 quarters. The position peaked at $396K in Q2 2013. 573 funds tracked by Wall St. Rank hold DOC as of Q3 2017.

Prio Wealth Limited Partnership reported no remaining Healthpeak Properties position as of Q3 2017 after selling out during the quarter.
Prio Wealth Limited Partnership sold 6,374 Healthpeak Properties shares in Q3 2017, an estimated $203K.
Prio Wealth Limited Partnership first reported a position in Healthpeak Properties in Q2 2013 and held it in 17 quarters.
Prio Wealth Limited Partnership's Healthpeak Properties position peaked at $396K in Q2 2013.
573 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2017.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2017, filed 8 Nov 2017.