Rikoon Group’s Healthpeak Properties DOC Stock Holding History

Rikoon 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
2020 Q3	–	Sell	-12,900	Closed	-$356K	–	216
2020 Q2	$356K	Buy	12,900 +400	+3%	+$10.2K	0.12%	147
2020 Q1	$298K	Buy	+12,500	New	+$407K	0.12%	142

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 $3.37T AUM 44.26% 1-Year Est. Return

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

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Rikoon Group's DOC Position: Q3 2020 in Review

Rikoon Group sold out of Healthpeak Properties (DOC) in Q3 2020, closing a stake of 12,900 shares — an estimated $356K sold.

Rikoon Group first reported a position in DOC in Q1 2020 and held it in 2 quarters. The position peaked at $356K in Q2 2020. 559 funds tracked by Wall St. Rank hold DOC as of Q3 2020.

Rikoon Group reported no remaining Healthpeak Properties position as of Q3 2020 after selling out during the quarter.
Rikoon Group sold 12,900 Healthpeak Properties shares in Q3 2020, an estimated $356K.
Rikoon Group first reported a position in Healthpeak Properties in Q1 2020 and held it in 2 quarters.
Rikoon Group's Healthpeak Properties position peaked at $356K in Q2 2020.
559 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2020.

Based on Rikoon Group's 13F filing for Q3 2020, filed 23 Oct 2020.