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Seven Springs Wealth Group’s Healthpeak Properties DOC Stock Holding History

Seven Springs Wealth 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
Q1 		– Sell
-3,009
Closed -$104K – 147
2019
Q4 		$104K Buy
+3,009
New +$105K 0.07% 70

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

Seven Springs Wealth Group's DOC Position: Q1 2020 in Review

Seven Springs Wealth Group sold out of Healthpeak Properties (DOC) in Q1 2020, closing a stake of 3,009 shares — an estimated $104K sold.

Seven Springs Wealth Group first reported a position in DOC in Q4 2019 and held it in 1 quarter. The position peaked at $104K in Q4 2019. 578 funds tracked by Wall St. Rank hold DOC as of Q1 2020.

  • Seven Springs Wealth Group reported no remaining Healthpeak Properties position as of Q1 2020 after selling out during the quarter.
  • Seven Springs Wealth Group sold 3,009 Healthpeak Properties shares in Q1 2020, an estimated $104K.
  • Seven Springs Wealth Group first reported a position in Healthpeak Properties in Q4 2019 and held it in 1 quarter.
  • Seven Springs Wealth Group's Healthpeak Properties position peaked at $104K in Q4 2019.
  • 578 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2020.

Based on Seven Springs Wealth Group's 13F filing for Q1 2020, filed 20 Apr 2020.