PV
DOC icon

Private Vista’s Healthpeak Properties DOC Stock Holding History

Private Vista’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
Q2 		$401K Sell
14,560
-459
-3% -$11.7K 0.19% 73
2020
Q1 		$358K Hold
15,019
– – 0.14% 90
2019
Q4 		$518K Buy
15,019
+51
+0.3% +$1.78K 0.14% 73
2019
Q3 		$534K Buy
14,968
+133
+0.9% +$4.49K 0.14% 75
2019
Q2 		$475K Buy
14,835
+4,560
+44% +$142K 0.12% 85
2019
Q1 		$322K Buy
10,275
+53
+0.5% +$1.61K 0.08% 121
2018
Q4 		$285K Buy
10,222
+109
+1% +$3.02K 0.07% 124
2018
Q3 		$266K Hold
10,113
– – 0.05% 132
2018
Q2 		$261K Buy
10,113
+40
+0.4% +$943 0.06% 129
2018
Q1 		$234K Buy
+10,073
New +$234K 0.07% 119

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Private Vista's DOC Position: Q2 2020 in Review

Private Vista reduced its Healthpeak Properties (DOC) stake by 3.1% in Q2 2020, selling an estimated $11.7K and leaving 14,560 shares worth $401K. The position accounts for 0.19% of the portfolio, ranked #73.

Private Vista first reported a position in DOC in Q1 2018 and has held it in 10 quarters since. The position peaked at $534K in Q3 2019. 567 funds tracked by Wall St. Rank hold DOC as of Q2 2020.

  • Private Vista held 14,560 shares of Healthpeak Properties worth $401K as of Q2 2020.
  • Private Vista sold 459 Healthpeak Properties shares in Q2 2020, an estimated $11.7K.
  • Healthpeak Properties made up 0.19% of Private Vista's portfolio in Q2 2020, its #73 holding.
  • Private Vista first reported a position in Healthpeak Properties in Q1 2018 and has held it in 10 quarters since.
  • Private Vista's Healthpeak Properties position peaked at $534K in Q3 2019.
  • 567 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.