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Allegis Investment Advisors’s Healthpeak Properties DOC Stock Holding History

Allegis Investment 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
2016
Q4 		– Sell
-37,968
Closed -$1.31M – 245
2016
Q3 		$1.31M Buy
37,968
+7,511
+25% +$263K 0.51% 72
2016
Q2 		$981K Buy
30,457
+6,145
+25% +$191K 0.49% 71
2016
Q1 		$721K Buy
24,312
+4,941
+26% +$148K 0.41% 86
2015
Q4 		$675K Buy
+19,371
New +$648K 0.38% 75

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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Allegis Investment Advisors's DOC Position: Q4 2016 in Review

Allegis Investment Advisors sold out of Healthpeak Properties (DOC) in Q4 2016, closing a stake of 37,968 shares — an estimated $1.31M sold.

Allegis Investment Advisors first reported a position in DOC in Q4 2015 and held it in 4 quarters. The position peaked at $1.31M in Q3 2016. 598 funds tracked by Wall St. Rank hold DOC as of Q4 2016.

  • Allegis Investment Advisors reported no remaining Healthpeak Properties position as of Q4 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 37,968 Healthpeak Properties shares in Q4 2016, an estimated $1.31M.
  • Allegis Investment Advisors first reported a position in Healthpeak Properties in Q4 2015 and held it in 4 quarters.
  • Allegis Investment Advisors's Healthpeak Properties position peaked at $1.31M in Q3 2016.
  • 598 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2016.

Based on Allegis Investment Advisors's 13F filing for Q4 2016, filed 18 Jan 2017.