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ProVise Management Group’s Healthpeak Properties DOC Stock Holding History

ProVise Management 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
Q4 		– Sell
-5,687
Closed -$203K – 308
2019
Q3 		$203K Buy
+5,687
New +$192K 0.03% 289
2017
Q3 		– Sell
-6,487
Closed -$207K – 321
2017
Q2 		$207K Sell
6,487
-300
-4% -$9.51K 0.03% 304
2017
Q1 		$212K Sell
6,787
-1,060
-14% -$32.5K 0.03% 295
2016
Q4 		$233K Sell
7,847
-84,384
-91% -$2.57M 0.04% 294
2016
Q3 		$3.19M Sell
92,231
-5,232
-5% -$183K 0.55% 53
2016
Q2 		$3.14M Buy
+97,463
New +$3.03M 0.58% 51

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 $3.37T AUM 44.26% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ProVise Management Group's DOC Position: Q4 2019 in Review

ProVise Management Group sold out of Healthpeak Properties (DOC) in Q4 2019, closing a stake of 5,687 shares — an estimated $203K sold.

ProVise Management Group first reported a position in DOC in Q2 2016 and held it in 6 quarters. The position peaked at $3.19M in Q3 2016. 611 funds tracked by Wall St. Rank hold DOC as of Q4 2019.

  • ProVise Management Group reported no remaining Healthpeak Properties position as of Q4 2019 after selling out during the quarter.
  • ProVise Management Group sold 5,687 Healthpeak Properties shares in Q4 2019, an estimated $203K.
  • ProVise Management Group first reported a position in Healthpeak Properties in Q2 2016 and held it in 6 quarters.
  • ProVise Management Group's Healthpeak Properties position peaked at $3.19M in Q3 2016.
  • 611 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2019.

Based on ProVise Management Group's 13F filing for Q4 2019, filed 11 Feb 2020.