Wealthcare Advisory Partners’s Healthpeak Properties DOC Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-3,127	Closed	-$99K	–	868
2021 Q1	$99K	Buy	+3,127	New	+$95K	0.01%	670
2020 Q2	–	Sell	-2,332	Closed	-$56K	–	565
2020 Q1	$56K	Buy	2,332 +96	+4%	+$3.13K	0.01%	487
2019 Q4	$77K	Sell	2,236 -3,000	-57%	-$105K	0.01%	454
2019 Q3	$187K	Buy	5,236 +8	+0.2%	+$270	0.03%	285
2019 Q2	$167K	Buy	5,228 +9	+0.2%	+$280	0.03%	293
2019 Q1	$163K	Buy	5,219 +9	+0.2%	+$274	0.03%	266
2018 Q4	$146K	Sell	5,210 -230	-4%	-$6.37K	0.03%	253
2018 Q3	$143K	Sell	5,440 -115	-2%	-$3.02K	0.03%	264
2018 Q2	$143K	Buy	5,555 +11	+0.2%	+$259	0.03%	268
2018 Q1	$129K	Buy	5,544 +12	+0.2%	+$279	0.03%	243
2017 Q4	$144K	Buy	5,532 +3,248	+142%	+$86.1K	0.04%	215
2017 Q3	$64K	Buy	+2,284	New	+$68.7K	0.02%	277

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthcare Advisory Partners's DOC Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Healthpeak Properties (DOC) in Q2 2021, closing a stake of 3,127 shares — an estimated $99K sold.

Wealthcare Advisory Partners first reported a position in DOC in Q3 2017 and held it in 12 quarters. The position peaked at $187K in Q3 2019. 582 funds tracked by Wall St. Rank hold DOC as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Healthpeak Properties position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 3,127 Healthpeak Properties shares in Q2 2021, an estimated $99K.
Wealthcare Advisory Partners first reported a position in Healthpeak Properties in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Healthpeak Properties position peaked at $187K in Q3 2019.
582 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.