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AJO LP’s Healthpeak Properties DOC Stock Holding History

AJO LP’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
2015
Q3 		– Sell
-473,842
Closed -$15.7M – 525
2015
Q2 		$15.7M Sell
473,842
-34,576
-7% -$1.26M 0.07% 192
2015
Q1 		$20M Buy
508,418
+115,510
+29% +$4.64M 0.08% 157
2014
Q4 		$15.8M Buy
392,908
+58,128
+17% +$2.31M 0.07% 169
2014
Q3 		$12.1M Hold
334,780
– – 0.05% 179
2014
Q2 		$12.6M Buy
+334,780
New +$12.6M 0.05% 193

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AJO LP's DOC Position: Q3 2015 in Review

AJO LP sold out of Healthpeak Properties (DOC) in Q3 2015, closing a stake of 473,842 shares — an estimated $15.7M sold.

AJO LP first reported a position in DOC in Q2 2014 and held it in 5 quarters. The position peaked at $20M in Q1 2015. 629 funds tracked by Wall St. Rank hold DOC as of Q3 2015.

  • AJO LP reported no remaining Healthpeak Properties position as of Q3 2015 after selling out during the quarter.
  • AJO LP sold 473,842 Healthpeak Properties shares in Q3 2015, an estimated $15.7M.
  • AJO LP first reported a position in Healthpeak Properties in Q2 2014 and held it in 5 quarters.
  • AJO LP's Healthpeak Properties position peaked at $20M in Q1 2015.
  • 629 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2015.

Based on AJO LP's 13F filing for Q3 2015, filed 13 Nov 2015.