RWA
DOC icon

River Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

River Wealth Advisors’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
Q1 		– Sell
-2
Closed – – 228
2018
Q4 		$0 Sell
2
-24
-92% -$664 ﹤0.01% 552
2018
Q3 		$1K Buy
26
+24
+1,200% +$631 ﹤0.01% 553
2018
Q2 		$0 Buy
+2
New +$47 ﹤0.01% 575

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

River Wealth Advisors's DOC Position: Q1 2019 in Review

River Wealth Advisors sold out of Healthpeak Properties (DOC) in Q1 2019, closing a stake of 2 shares.

River Wealth Advisors first reported a position in DOC in Q2 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 629 funds tracked by Wall St. Rank hold DOC as of Q1 2019.

  • River Wealth Advisors reported no remaining Healthpeak Properties position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 2 Healthpeak Properties shares in Q1 2019.
  • River Wealth Advisors first reported a position in Healthpeak Properties in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Healthpeak Properties position peaked at $1K in Q3 2018.
  • 629 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.