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Stratos Wealth Partners’s Healthpeak Properties DOC Stock Holding History

Stratos Wealth Partners’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
Q2 		– Sell
-7,701
Closed -$241K – 966
2019
Q1 		$241K Buy
+7,701
New +$235K 0.01% 798
2018
Q4 		– Sell
-11,726
Closed -$309K – 1211
2018
Q3 		$309K Buy
11,726
+34
+0.3% +$894 0.01% 695
2018
Q2 		$302K Sell
11,692
-305
-3% -$7.19K 0.01% 747
2018
Q1 		$279K Buy
11,997
+5,024
+72% +$117K 0.01% 752
2017
Q4 		$182K Sell
6,973
-1,185
-15% -$31.4K 0.01% 920
2017
Q3 		$227K Sell
8,158
-399
-5% -$12K 0.01% 799
2017
Q2 		$273K Sell
8,557
-1,065
-11% -$33.8K 0.01% 667
2017
Q1 		$301K Buy
9,622
+715
+8% +$22K 0.02% 581
2016
Q4 		$265K Sell
8,907
-270
-3% -$8.23K 0.02% 551
2016
Q3 		$317K Sell
9,177
-526
-5% -$18.4K 0.02% 463
2016
Q2 		$313K Sell
9,703
-102
-1% -$3.17K 0.02% 435
2016
Q1 		$291K Sell
9,805
-5,300
-35% -$159K 0.03% 424
2015
Q4 		$526K Buy
15,105
+3,385
+29% +$113K 0.04% 294
2015
Q3 		$398K Sell
11,720
-7,504
-39% -$259K 0.05% 307
2015
Q2 		$639K Sell
19,224
-6,624
-26% -$241K 0.08% 219
2015
Q1 		$1.02M Buy
25,848
+8,989
+53% +$361K 0.12% 169
2014
Q4 		$676K Buy
16,859
+3,090
+22% +$123K 0.12% 174
2014
Q3 		$498K Buy
13,769
+455
+3% +$17.3K 0.12% 162
2014
Q2 		$502K Buy
+13,314
New +$501K 0.17% 154

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Stratos Wealth Partners's DOC Position: Q2 2019 in Review

Stratos Wealth Partners sold out of Healthpeak Properties (DOC) in Q2 2019, closing a stake of 7,701 shares — an estimated $241K sold.

Stratos Wealth Partners first reported a position in DOC in Q2 2014 and held it in 19 quarters. The position peaked at $1.02M in Q1 2015. 612 funds tracked by Wall St. Rank hold DOC as of Q2 2019.

  • Stratos Wealth Partners reported no remaining Healthpeak Properties position as of Q2 2019 after selling out during the quarter.
  • Stratos Wealth Partners sold 7,701 Healthpeak Properties shares in Q2 2019, an estimated $241K.
  • Stratos Wealth Partners first reported a position in Healthpeak Properties in Q2 2014 and held it in 19 quarters.
  • Stratos Wealth Partners's Healthpeak Properties position peaked at $1.02M in Q1 2015.
  • 612 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2019.

Based on Stratos Wealth Partners's 13F filing for Q2 2019, filed 6 Aug 2019.