WealthOne’s Healthpeak Properties DOC Stock Holding History

WealthOne’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	-765	Closed	-$21K	–	182
2018 Q4	$21K	Buy	+765	New	+$21.2K	0.02%	272

Other funds holding DOC

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

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

WealthOne's DOC Position: Q1 2019 in Review

WealthOne sold out of Healthpeak Properties (DOC) in Q1 2019, closing a stake of 765 shares — an estimated $21K sold.

WealthOne first reported a position in DOC in Q4 2018 and held it in 1 quarter. The position peaked at $21K in Q4 2018. 629 funds tracked by Wall St. Rank hold DOC as of Q1 2019.

WealthOne reported no remaining Healthpeak Properties position as of Q1 2019 after selling out during the quarter.
WealthOne sold 765 Healthpeak Properties shares in Q1 2019, an estimated $21K.
WealthOne first reported a position in Healthpeak Properties in Q4 2018 and held it in 1 quarter.
WealthOne's Healthpeak Properties position peaked at $21K in Q4 2018.
629 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.