B
DOC icon

Baird’s Healthpeak Properties DOC Stock Holding History

Baird’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
Q1 		$17.9M Sell
454,057
-383,262
-46% -$15.4M 0.18% 161
2014
Q4 		$33.6M Buy
837,319
+795,886
+1,921% +$31.6M 0.36% 87
2014
Q3 		$1.5M Buy
41,433
+25,945
+168% +$984K 0.02% 534
2014
Q2 		$584K Buy
15,488
+2,621
+20% +$98.7K 0.01% 803
2014
Q1 		$455K Buy
12,867
+1,323
+11% +$45.7K 0.01% 885
2013
Q4 		$382K Buy
+11,544
New +$412K 0.01% 915
2013
Q3 		– Sell
-8,145
Closed -$337K – 1080
2013
Q2 		$337K Buy
+8,145
New +$371K 0.01% 882

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Baird's DOC Position: Q1 2015 in Review

Baird reduced its Healthpeak Properties (DOC) stake by 46% in Q1 2015, selling an estimated $15.4M and leaving 454,057 shares worth $17.9M. The position accounts for 0.18% of the portfolio, ranked #161.

Baird first reported a position in DOC in Q2 2013 and has held it in 7 quarters since. The position peaked at $33.6M in Q4 2014. 667 funds tracked by Wall St. Rank hold DOC as of Q1 2015.

  • Baird held 454,057 shares of Healthpeak Properties worth $17.9M as of Q1 2015.
  • Baird sold 383,262 Healthpeak Properties shares in Q1 2015, an estimated $15.4M.
  • Healthpeak Properties made up 0.18% of Baird's portfolio in Q1 2015, its #161 holding.
  • Baird first reported a position in Healthpeak Properties in Q2 2013 and has held it in 7 quarters since.
  • Baird's Healthpeak Properties position peaked at $33.6M in Q4 2014.
  • 667 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.