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Wealthfront’s Healthpeak Properties DOC Stock Holding History

Wealthfront’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
Q3 		$2.22M Buy
84,458
+258
+0.3% +$6.78K 0.02% 113
2018
Q2 		$2.17M Sell
84,200
-11,874
-12% -$280K 0.02% 117
2018
Q1 		$2.23M Buy
96,074
+48,037
+100% +$1.12M 0.02% 120
2017
Q4 		$1.25M Buy
48,037
+28,241
+143% +$749K 0.01% 190
2017
Q3 		$551K Sell
19,796
-4,291
-18% -$129K 0.01% 308
2017
Q2 		$770K Buy
24,087
+14,519
+152% +$460K 0.01% 193
2017
Q1 		$299K Buy
9,568
+2,219
+30% +$68.1K 0.01% 333
2016
Q4 		$218K Sell
7,349
-921
-11% -$28.1K ﹤0.01% 359
2016
Q3 		$286K Buy
+8,270
New +$289K 0.01% 281
2015
Q4 		– Sell
-4,176
Closed -$142K – 475
2015
Q3 		$142K Buy
4,176
+1,035
+33% +$35.8K 0.01% 350
2015
Q2 		$104K Sell
3,141
-1,151
-27% -$41.9K ﹤0.01% 393
2015
Q1 		$169K Buy
4,292
+1,043
+32% +$41.9K 0.01% 279
2014
Q4 		$130K Buy
3,249
+848
+35% +$33.6K 0.01% 307
2014
Q3 		$87K Buy
2,401
+79
+3% +$3K 0.01% 306
2014
Q2 		$86K Buy
2,322
+987
+74% +$37.2K 0.01% 257
2014
Q1 		$47K Buy
+1,335
New +$46.1K 0.01% 280

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wealthfront's DOC Position: Q3 2018 in Review

Wealthfront increased its Healthpeak Properties (DOC) stake by 0.31% in Q3 2018, buying an estimated $6.78K and bringing the position to 84,458 shares worth $2.22M. The position accounts for 0.02% of the portfolio, ranked #113.

Wealthfront first reported a position in DOC in Q1 2014 and has held it in 16 quarters since. The position peaked at $2.23M in Q1 2018. 577 funds tracked by Wall St. Rank hold DOC as of Q3 2018.

  • Wealthfront held 84,458 shares of Healthpeak Properties worth $2.22M as of Q3 2018.
  • Wealthfront bought 258 Healthpeak Properties shares in Q3 2018, an estimated $6.78K.
  • Healthpeak Properties made up 0.02% of Wealthfront's portfolio in Q3 2018, its #113 holding.
  • Wealthfront first reported a position in Healthpeak Properties in Q1 2014 and has held it in 16 quarters since.
  • Wealthfront's Healthpeak Properties position peaked at $2.23M in Q1 2018.
  • 577 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.