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

Beach 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
2015
Q1 		– Sell
-10,288
Closed -$413K – 51
2014
Q4 		$413K Buy
+10,288
New +$408K 0.58% 46

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 $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $1.9T AUM 41.92% 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 $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Beach Investment Management's DOC Position: Q1 2015 in Review

Beach Investment Management sold out of Healthpeak Properties (DOC) in Q1 2015, closing a stake of 10,288 shares — an estimated $413K sold.

Beach Investment Management first reported a position in DOC in Q4 2014 and held it in 1 quarter. The position peaked at $413K in Q4 2014. 666 funds tracked by Wall St. Rank hold DOC as of Q1 2015.

  • Beach Investment Management reported no remaining Healthpeak Properties position as of Q1 2015 after selling out during the quarter.
  • Beach Investment Management sold 10,288 Healthpeak Properties shares in Q1 2015, an estimated $413K.
  • Beach Investment Management first reported a position in Healthpeak Properties in Q4 2014 and held it in 1 quarter.
  • Beach Investment Management's Healthpeak Properties position peaked at $413K in Q4 2014.
  • 666 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2015.

Based on Beach Investment Management's 13F filing for Q1 2015, filed 11 May 2015.