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WFG Advisors’s Healthpeak Properties DOC Stock Holding History

WFG Advisors’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
2017
Q2 		$224K Sell
7,016
-201
-3% -$6.37K 0.05% 346
2017
Q1 		$226K Sell
7,217
-928
-11% -$28.5K 0.06% 309
2016
Q4 		$242K Sell
8,145
-8,833
-52% -$269K 0.06% 327
2016
Q3 		$587K Sell
16,978
-3,466
-17% -$121K 0.15% 163
2016
Q2 		$659K Sell
20,444
-3,356
-14% -$104K 0.18% 142
2016
Q1 		$706K Buy
23,800
+5,350
+29% +$160K 0.2% 119
2015
Q4 		$643K Buy
18,450
+26
+0.1% +$870 0.19% 132
2015
Q3 		$625K Buy
18,424
+1,357
+8% +$46.9K 0.2% 121
2015
Q2 		$567K Buy
17,067
+1,991
+13% +$72.5K 0.16% 144
2015
Q1 		$593K Sell
15,076
-531
-3% -$21.3K 0.17% 140
2014
Q4 		$626K Sell
15,607
-1,865
-11% -$74K 0.13% 180
2014
Q3 		$632K Buy
17,472
+1,137
+7% +$43.1K 0.12% 207
2014
Q2 		$616K Sell
16,335
-2,462
-13% -$92.7K 0.11% 208
2014
Q1 		$664K Buy
18,797
+9,834
+110% +$340K 0.13% 189
2013
Q4 		$296K Buy
8,963
+7,468
+500% +$266K 0.04% 428
2013
Q3 		$56K Buy
1,495
+81
+6% +$3.16K 0.01% 886
2013
Q2 		$59K Buy
+1,414
New +$64.5K 0.01% 824

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

WFG Advisors's DOC Position: Q2 2017 in Review

WFG Advisors reduced its Healthpeak Properties (DOC) stake by 2.8% in Q2 2017, selling an estimated $6.37K and leaving 7,016 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #346.

WFG Advisors first reported a position in DOC in Q2 2013 and has held it in 17 quarters since. The position peaked at $706K in Q1 2016. 606 funds tracked by Wall St. Rank hold DOC as of Q2 2017.

  • WFG Advisors held 7,016 shares of Healthpeak Properties worth $224K as of Q2 2017.
  • WFG Advisors sold 201 Healthpeak Properties shares in Q2 2017, an estimated $6.37K.
  • Healthpeak Properties made up 0.05% of WFG Advisors's portfolio in Q2 2017, its #346 holding.
  • WFG Advisors first reported a position in Healthpeak Properties in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Healthpeak Properties position peaked at $706K in Q1 2016.
  • 606 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.