TF
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TLWM Financial’s Healthpeak Properties DOC Stock Holding History

TLWM Financial’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
Q2 		– Sell
-14,683
Closed -$353K – 59
2020
Q1 		$353K Buy
14,683
+664
+5% +$21.6K 0.21% 46
2019
Q4 		$486K Sell
14,019
-153
-1% -$5.35K 0.23% 46
2019
Q3 		$504K Sell
14,172
-505
-3% -$17K 0.26% 40
2019
Q2 		$470K Buy
+14,677
New +$456K 0.27% 44

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T 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

TLWM Financial's DOC Position: Q2 2020 in Review

TLWM Financial sold out of Healthpeak Properties (DOC) in Q2 2020, closing a stake of 14,683 shares — an estimated $353K sold.

TLWM Financial first reported a position in DOC in Q2 2019 and held it in 4 quarters. The position peaked at $504K in Q3 2019. 567 funds tracked by Wall St. Rank hold DOC as of Q2 2020.

  • TLWM Financial reported no remaining Healthpeak Properties position as of Q2 2020 after selling out during the quarter.
  • TLWM Financial sold 14,683 Healthpeak Properties shares in Q2 2020, an estimated $353K.
  • TLWM Financial first reported a position in Healthpeak Properties in Q2 2019 and held it in 4 quarters.
  • TLWM Financial's Healthpeak Properties position peaked at $504K in Q3 2019.
  • 567 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2020.

Based on TLWM Financial's 13F filing for Q2 2020, filed 7 Aug 2020.