BWFM
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Bridgewater Wealth & Financial Management’s Healthpeak Properties DOC Stock Holding History

Bridgewater Wealth & Financial 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
-52,693
Closed -$1.68M – 55
2017
Q2 		$1.68M Buy
52,693
+556
+1% +$17.6K 0.56% 34
2017
Q1 		$1.63M Buy
52,137
+856
+2% +$26.3K 0.6% 35
2016
Q4 		$1.52M Sell
51,281
-5,673
-10% -$173K 0.58% 37
2016
Q3 		$1.97M Sell
56,954
-590
-1% -$20.6K 0.73% 35
2016
Q2 		$1.85M Buy
57,544
+518
+0.9% +$16.1K 0.67% 36
2016
Q1 		$1.69M Buy
57,026
+2,130
+4% +$63.9K 0.62% 34
2015
Q4 		$1.91M Buy
54,896
+931
+2% +$31.1K 0.74% 33
2015
Q3 		$1.83M Buy
53,965
+263
+0.5% +$9.09K 0.76% 32
2015
Q2 		$1.78M Buy
53,702
+1,397
+3% +$50.9K 0.76% 32
2015
Q1 		$2.06M Sell
52,305
-1,339
-2% -$53.8K 0.88% 31
2014
Q4 		$2.15M Buy
+53,644
New +$2.13M 0.87% 34

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

Bridgewater Wealth & Financial Management's DOC Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of Healthpeak Properties (DOC) in Q3 2017, closing a stake of 52,693 shares — an estimated $1.68M sold.

Bridgewater Wealth & Financial Management first reported a position in DOC in Q4 2014 and held it in 11 quarters. The position peaked at $2.15M in Q4 2014. 573 funds tracked by Wall St. Rank hold DOC as of Q3 2017.

  • Bridgewater Wealth & Financial Management reported no remaining Healthpeak Properties position as of Q3 2017 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 52,693 Healthpeak Properties shares in Q3 2017, an estimated $1.68M.
  • Bridgewater Wealth & Financial Management first reported a position in Healthpeak Properties in Q4 2014 and held it in 11 quarters.
  • Bridgewater Wealth & Financial Management's Healthpeak Properties position peaked at $2.15M in Q4 2014.
  • 573 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.