ADBIC
DOC icon

A.D. Beadell Investment Counsel’s Healthpeak Properties DOC Stock Holding History

A.D. Beadell Investment Counsel’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
Q4 		– Sell
-9,400
Closed -$261K – 89
2017
Q3 		$261K Sell
9,400
-17,625
-65% -$530K 0.22% 80
2017
Q2 		$863K Hold
27,025
– – 0.7% 46
2017
Q1 		$845K Sell
27,025
-800
-3% -$24.6K 0.7% 50
2016
Q4 		$826K Sell
27,825
-7,338
-21% -$224K 0.71% 51
2016
Q3 		$1.22M Sell
35,163
-4,447
-11% -$156K 1.01% 40
2016
Q2 		$1.28M Hold
39,610
– – 1.04% 36
2016
Q1 		$1.18M Buy
39,610
+3,788
+11% +$114K 1.08% 36
2015
Q4 		$1.25M Buy
+35,822
New +$1.2M 1.09% 36

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

A.D. Beadell Investment Counsel's DOC Position: Q4 2017 in Review

A.D. Beadell Investment Counsel sold out of Healthpeak Properties (DOC) in Q4 2017, closing a stake of 9,400 shares — an estimated $261K sold.

A.D. Beadell Investment Counsel first reported a position in DOC in Q4 2015 and held it in 8 quarters. The position peaked at $1.28M in Q2 2016. 581 funds tracked by Wall St. Rank hold DOC as of Q4 2017.

  • A.D. Beadell Investment Counsel reported no remaining Healthpeak Properties position as of Q4 2017 after selling out during the quarter.
  • A.D. Beadell Investment Counsel sold 9,400 Healthpeak Properties shares in Q4 2017, an estimated $261K.
  • A.D. Beadell Investment Counsel first reported a position in Healthpeak Properties in Q4 2015 and held it in 8 quarters.
  • A.D. Beadell Investment Counsel's Healthpeak Properties position peaked at $1.28M in Q2 2016.
  • 581 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2017.

Based on A.D. Beadell Investment Counsel's 13F filing for Q4 2017, filed 6 Feb 2018.