Sterling Investment Advisors (Pennsylvania)’s Healthpeak Properties DOC Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q3	–	Sell	-432	Closed	-$14K	–	421
2019 Q2	$14K	Hold	432	–	–	0.01%	328
2019 Q1	$14K	Hold	432	–	–	0.01%	317
2018 Q4	$12K	Hold	432	–	–	0.01%	313
2018 Q3	$11K	Hold	432	–	–	0.01%	351
2018 Q2	$11K	Hold	432	–	–	0.01%	324
2018 Q1	$10K	Hold	432	–	–	0.01%	316
2017 Q4	$11K	Sell	432 -1,300	-75%	-$34.5K	0.01%	294
2017 Q3	$48K	Sell	1,732 -500	-22%	-$15K	0.03%	178
2017 Q2	$71K	Buy	2,232 +432	+24%	+$13.7K	0.05%	156
2017 Q1	$56K	Hold	1,800	–	–	0.04%	167
2016 Q4	$53K	Buy	+1,800	New	+$54.9K	0.04%	151

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return