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Wealthspire Advisors (Maryland)’s Healthpeak Properties DOC Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-4,574
Closed -$143K – 859
2019
Q1 		$143K Buy
4,574
+65
+1% +$1.98K 0.01% 529
2018
Q4 		$126K Buy
4,509
+160
+4% +$4.43K 0.01% 536
2018
Q3 		$114K Sell
4,349
-15
-0.3% -$394 0.01% 634
2018
Q2 		$113K Buy
4,364
+957
+28% +$22.6K 0.01% 656
2018
Q1 		$79K Buy
3,407
+1,775
+109% +$41.2K 0.01% 800
2017
Q4 		$43K Buy
1,632
+494
+43% +$13.1K ﹤0.01% 1065
2017
Q3 		$32K Sell
1,138
-99
-8% -$2.98K ﹤0.01% 1126
2017
Q2 		$40K Buy
1,237
+306
+33% +$9.7K ﹤0.01% 1019
2017
Q1 		$29K Sell
931
-113
-11% -$3.47K ﹤0.01% 958
2016
Q4 		$31K Buy
1,044
+396
+61% +$12.1K ﹤0.01% 897
2016
Q3 		$22K Buy
648
+146
+29% +$5.11K ﹤0.01% 1025
2016
Q2 		$16K Buy
502
+1
+0.2% +$31 ﹤0.01% 1065
2016
Q1 		$15K Sell
501
-107
-18% -$3.21K ﹤0.01% 1060
2015
Q4 		$21K Buy
+608
New +$20.3K ﹤0.01% 945

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 $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DOC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Healthpeak Properties (DOC) in Q2 2019, closing a stake of 4,574 shares — an estimated $143K sold.

Wealthspire Advisors (Maryland) first reported a position in DOC in Q4 2015 and held it in 14 quarters. The position peaked at $143K in Q1 2019. 612 funds tracked by Wall St. Rank hold DOC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Healthpeak Properties position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4,574 Healthpeak Properties shares in Q2 2019, an estimated $143K.
  • Wealthspire Advisors (Maryland) first reported a position in Healthpeak Properties in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Healthpeak Properties position peaked at $143K in Q1 2019.
  • 612 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.