TPWA
DOC icon

TRUE Private Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

TRUE Private Wealth Advisors’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
2018
Q4 		– Sell
-49
Closed -$1.29K – 409
2018
Q3 		$1.29K Buy
+49
New +$1.29K ﹤0.01% 1049

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 $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

TRUE Private Wealth Advisors's DOC Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Healthpeak Properties (DOC) in Q4 2018, closing a stake of 49 shares — an estimated $1.29K sold.

TRUE Private Wealth Advisors first reported a position in DOC in Q3 2018 and held it in 1 quarter. The position peaked at $1.29K in Q3 2018. 598 funds tracked by Wall St. Rank hold DOC as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Healthpeak Properties position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 49 Healthpeak Properties shares in Q4 2018, an estimated $1.29K.
  • TRUE Private Wealth Advisors first reported a position in Healthpeak Properties in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Healthpeak Properties position peaked at $1.29K in Q3 2018.
  • 598 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.