PWM
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PRW Wealth Management’s Healthpeak Properties DOC Stock Holding History

PRW Wealth Management’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
Q2 		– Sell
-232
Closed -$8K – 225
2019
Q1 		$8K Hold
232
– – 0.01% 304
2018
Q4 		$7K Buy
+232
New +$6.42K 0.01% 321

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

PRW Wealth Management's DOC Position: Q2 2019 in Review

PRW Wealth Management sold out of Healthpeak Properties (DOC) in Q2 2019, closing a stake of 232 shares — an estimated $8K sold.

PRW Wealth Management first reported a position in DOC in Q4 2018 and held it in 2 quarters. The position peaked at $8K in Q1 2019. 612 funds tracked by Wall St. Rank hold DOC as of Q2 2019.

  • PRW Wealth Management reported no remaining Healthpeak Properties position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 232 Healthpeak Properties shares in Q2 2019, an estimated $8K.
  • PRW Wealth Management first reported a position in Healthpeak Properties in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Healthpeak Properties position peaked at $8K in Q1 2019.
  • 612 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.