BIM
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Barton Investment Management’s Healthpeak Properties DOC Stock Holding History

Barton Investment Management’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
Q3 		– Sell
-16,000
Closed -$511K – 43
2017
Q2 		$511K Hold
16,000
– – 0.13% 30
2017
Q1 		$500K Buy
16,000
+4,000
+33% +$123K 0.15% 32
2016
Q4 		$356K Buy
+12,000
New +$366K 0.12% 35
2016
Q1 		– Sell
-4,392
Closed -$153K – 61
2015
Q4 		$153K Buy
+4,392
New +$147K 0.05% 50

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Barton Investment Management's DOC Position: Q3 2017 in Review

Barton Investment Management sold out of Healthpeak Properties (DOC) in Q3 2017, closing a stake of 16,000 shares — an estimated $511K sold.

Barton Investment Management first reported a position in DOC in Q4 2015 and held it in 4 quarters. The position peaked at $511K in Q2 2017. 573 funds tracked by Wall St. Rank hold DOC as of Q3 2017.

  • Barton Investment Management reported no remaining Healthpeak Properties position as of Q3 2017 after selling out during the quarter.
  • Barton Investment Management sold 16,000 Healthpeak Properties shares in Q3 2017, an estimated $511K.
  • Barton Investment Management first reported a position in Healthpeak Properties in Q4 2015 and held it in 4 quarters.
  • Barton Investment Management's Healthpeak Properties position peaked at $511K in Q2 2017.
  • 573 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2017.

Based on Barton Investment Management's 13F filing for Q3 2017, filed 30 Oct 2017.