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Wealthcare Capital Management’s Healthpeak Properties DOC Stock Holding History

Wealthcare Capital 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
-65
Closed -$2K – 356
2019
Q4 		$2K Buy
+65
New +$2.27K ﹤0.01% 433
2015
Q4 		– Sell
-237
Closed -$8K – 226
2015
Q3 		$8K Sell
237
-126
-35% -$4.36K ﹤0.01% 166
2015
Q2 		$12K Sell
363
-2,202
-86% -$80.2K ﹤0.01% 187
2015
Q1 		$101K Buy
+2,565
New +$103K 0.01% 154

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

Wealthcare Capital Management's DOC Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Healthpeak Properties (DOC) in Q1 2020, closing a stake of 65 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in DOC in Q1 2015 and held it in 4 quarters. The position peaked at $101K in Q1 2015. 578 funds tracked by Wall St. Rank hold DOC as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Healthpeak Properties position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 65 Healthpeak Properties shares in Q1 2020, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Healthpeak Properties in Q1 2015 and held it in 4 quarters.
  • Wealthcare Capital Management's Healthpeak Properties position peaked at $101K in Q1 2015.
  • 578 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.