UAS
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United Asset Strategies’s Healthpeak Properties DOC Stock Holding History

United Asset Strategies’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
Q1 		– Sell
-32,401
Closed -$905K – 203
2018
Q4 		$905K Buy
32,401
+5,297
+20% +$147K 0.25% 92
2018
Q3 		$713K Sell
27,104
-114,619
-81% -$3.01M 0.17% 115
2018
Q2 		$3.66M Buy
141,723
+16,083
+13% +$379K 0.97% 37
2018
Q1 		$2.92M Buy
+125,640
New +$2.92M 0.86% 40

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 $57.6B AUM 8.03% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

United Asset Strategies's DOC Position: Q1 2019 in Review

United Asset Strategies sold out of Healthpeak Properties (DOC) in Q1 2019, closing a stake of 32,401 shares — an estimated $905K sold.

United Asset Strategies first reported a position in DOC in Q1 2018 and held it in 4 quarters. The position peaked at $3.66M in Q2 2018. 629 funds tracked by Wall St. Rank hold DOC as of Q1 2019.

  • United Asset Strategies reported no remaining Healthpeak Properties position as of Q1 2019 after selling out during the quarter.
  • United Asset Strategies sold 32,401 Healthpeak Properties shares in Q1 2019, an estimated $905K.
  • United Asset Strategies first reported a position in Healthpeak Properties in Q1 2018 and held it in 4 quarters.
  • United Asset Strategies's Healthpeak Properties position peaked at $3.66M in Q2 2018.
  • 629 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2019.

Based on United Asset Strategies's 13F filing for Q1 2019, filed 2 May 2019.