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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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return