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Taylor Hoffman Wealth Management’s Healthpeak Properties DOC Stock Holding History

Taylor Hoffman Wealth 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
-244
Closed -$8K – 185
2019
Q4 		$8K Hold
244
– – 0.01% 327
2019
Q3 		$9K Hold
244
– – 0.01% 317
2019
Q2 		$8K Sell
244
-2,000
-89% -$62.2K 0.01% 304
2019
Q1 		$70K Hold
2,244
– – 0.05% 167
2018
Q4 		$63K Hold
2,244
– – 0.06% 159
2018
Q3 		$59K Hold
2,244
– – 0.05% 172
2018
Q2 		$58K Hold
2,244
– – 0.05% 168
2018
Q1 		$52K Hold
2,244
– – 0.05% 184
2017
Q4 		$59K Buy
+2,244
New +$59.5K 0.06% 173

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
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

Taylor Hoffman Wealth Management's DOC Position: Q1 2020 in Review

Taylor Hoffman Wealth Management sold out of Healthpeak Properties (DOC) in Q1 2020, closing a stake of 244 shares — an estimated $8K sold.

Taylor Hoffman Wealth Management first reported a position in DOC in Q4 2017 and held it in 9 quarters. The position peaked at $70K in Q1 2019. 579 funds tracked by Wall St. Rank hold DOC as of Q1 2020.

  • Taylor Hoffman Wealth Management reported no remaining Healthpeak Properties position as of Q1 2020 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 244 Healthpeak Properties shares in Q1 2020, an estimated $8K.
  • Taylor Hoffman Wealth Management first reported a position in Healthpeak Properties in Q4 2017 and held it in 9 quarters.
  • Taylor Hoffman Wealth Management's Healthpeak Properties position peaked at $70K in Q1 2019.
  • 579 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.