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Bellwether Investment Group’s Healthpeak Properties DOC Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-454
Closed -$14K – 210
2017
Q1 		$14K Buy
454
+4
+0.9% +$123 0.04% 403
2016
Q4 		$13K Buy
+450
New +$13.7K 0.01% 565
2016
Q2 		$11K Buy
+348
New +$10.8K 0.01% 395

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Bellwether Investment Group's DOC Position: Q2 2017 in Review

Bellwether Investment Group sold out of Healthpeak Properties (DOC) in Q2 2017, closing a stake of 454 shares — an estimated $14K sold.

Bellwether Investment Group first reported a position in DOC in Q2 2016 and held it in 3 quarters. The position peaked at $14K in Q1 2017. 606 funds tracked by Wall St. Rank hold DOC as of Q2 2017.

  • Bellwether Investment Group reported no remaining Healthpeak Properties position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 454 Healthpeak Properties shares in Q2 2017, an estimated $14K.
  • Bellwether Investment Group first reported a position in Healthpeak Properties in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Healthpeak Properties position peaked at $14K in Q1 2017.
  • 606 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.