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Shulman DeMeo Asset Management’s Healthpeak Properties DOC Stock Holding History

Shulman DeMeo Asset 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
2020
Q1 		– Sell
-6,283
Closed -$217K – 106
2019
Q4 		$217K Sell
6,283
-352
-5% -$12.3K 0.08% 122
2019
Q3 		$236K Buy
6,635
+29
+0.4% +$979 0.08% 115
2019
Q2 		$211K Sell
6,606
-1,781
-21% -$55.4K 0.08% 120
2019
Q1 		$263K Sell
8,387
-1,246
-13% -$38K 0.1% 99
2018
Q4 		$269K Buy
+9,633
New +$267K 0.15% 52

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Shulman DeMeo Asset Management's DOC Position: Q1 2020 in Review

Shulman DeMeo Asset Management sold out of Healthpeak Properties (DOC) in Q1 2020, closing a stake of 6,283 shares — an estimated $217K sold.

Shulman DeMeo Asset Management first reported a position in DOC in Q4 2018 and held it in 5 quarters. The position peaked at $269K in Q4 2018. 579 funds tracked by Wall St. Rank hold DOC as of Q1 2020.

  • Shulman DeMeo Asset Management reported no remaining Healthpeak Properties position as of Q1 2020 after selling out during the quarter.
  • Shulman DeMeo Asset Management sold 6,283 Healthpeak Properties shares in Q1 2020, an estimated $217K.
  • Shulman DeMeo Asset Management first reported a position in Healthpeak Properties in Q4 2018 and held it in 5 quarters.
  • Shulman DeMeo Asset Management's Healthpeak Properties position peaked at $269K in Q4 2018.
  • 579 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2020.

Based on Shulman DeMeo Asset Management's 13F filing for Q1 2020, filed 10 Apr 2020.