BT
DOC icon

Beacon Trust’s Healthpeak Properties DOC Stock Holding History

Beacon Trust’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
-8,294
Closed -$333K – 214
2014
Q4 		$333K Hold
8,294
– – 0.05% 165
2014
Q3 		$300K Sell
8,294
-659
-7% -$25K 0.05% 158
2014
Q2 		$337K Sell
8,953
-362
-4% -$13.6K 0.06% 150
2014
Q1 		$329K Sell
9,315
-2,471
-21% -$85.3K 0.06% 144
2013
Q4 		$390K Sell
11,786
-1,090
-8% -$38.9K 0.07% 134
2013
Q3 		$481K Sell
12,876
-6,565
-34% -$256K 0.09% 127
2013
Q2 		$804K Buy
+19,441
New +$887K 0.15% 100

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

Beacon Trust's DOC Position: Q1 2015 in Review

Beacon Trust sold out of Healthpeak Properties (DOC) in Q1 2015, closing a stake of 8,294 shares — an estimated $333K sold.

Beacon Trust first reported a position in DOC in Q2 2013 and held it in 7 quarters. The position peaked at $804K in Q2 2013. 667 funds tracked by Wall St. Rank hold DOC as of Q1 2015.

  • Beacon Trust reported no remaining Healthpeak Properties position as of Q1 2015 after selling out during the quarter.
  • Beacon Trust sold 8,294 Healthpeak Properties shares in Q1 2015, an estimated $333K.
  • Beacon Trust first reported a position in Healthpeak Properties in Q2 2013 and held it in 7 quarters.
  • Beacon Trust's Healthpeak Properties position peaked at $804K in Q2 2013.
  • 667 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2015.

Based on Beacon Trust's 13F filing for Q1 2015, filed 4 May 2015.