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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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 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

Sterling Investment Advisors (Pennsylvania)'s DOC Position: Q3 2019 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Healthpeak Properties (DOC) in Q3 2019, closing a stake of 432 shares — an estimated $14K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in DOC in Q4 2016 and held it in 11 quarters. The position peaked at $71K in Q2 2017. 603 funds tracked by Wall St. Rank hold DOC as of Q3 2019.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Healthpeak Properties position as of Q3 2019 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 432 Healthpeak Properties shares in Q3 2019, an estimated $14K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Healthpeak Properties in Q4 2016 and held it in 11 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Healthpeak Properties position peaked at $71K in Q2 2017.
  • 603 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2019.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2019, filed 15 Oct 2019.