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Symphony Asset Management’s Healthpeak Properties DOC Stock Holding History

Symphony 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
2019
Q3 		– Sell
-19,973
Closed -$639K – 180
2019
Q2 		$639K Buy
19,973
+46
+0.2% +$1.43K 0.13% 103
2019
Q1 		$624K Buy
+19,927
New +$607K 0.16% 93
2018
Q4 		– Sell
-27,087
Closed -$713K – 181
2018
Q3 		$713K Buy
+27,087
New +$712K 0.19% 63
2016
Q4 		– Sell
-18,863
Closed -$652K – 412
2016
Q3 		$652K Buy
+18,863
New +$660K 0.07% 238

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
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

Symphony Asset Management's DOC Position: Q3 2019 in Review

Symphony Asset Management sold out of Healthpeak Properties (DOC) in Q3 2019, closing a stake of 19,973 shares — an estimated $639K sold.

Symphony Asset Management first reported a position in DOC in Q3 2016 and held it in 4 quarters. The position peaked at $713K in Q3 2018. 603 funds tracked by Wall St. Rank hold DOC as of Q3 2019.

  • Symphony Asset Management reported no remaining Healthpeak Properties position as of Q3 2019 after selling out during the quarter.
  • Symphony Asset Management sold 19,973 Healthpeak Properties shares in Q3 2019, an estimated $639K.
  • Symphony Asset Management first reported a position in Healthpeak Properties in Q3 2016 and held it in 4 quarters.
  • Symphony Asset Management's Healthpeak Properties position peaked at $713K in Q3 2018.
  • 603 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2019.

Based on Symphony Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.