CA
DOC icon

Callahan Advisors’s Healthpeak Properties DOC Stock Holding History

Callahan Advisors’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
2016
Q3 		– Sell
-6,445
Closed -$208K – 117
2016
Q2 		$208K Buy
+6,445
New +$200K 0.05% 106
2016
Q1 		– Sell
-6,298
Closed -$219K – 117
2015
Q4 		$219K Buy
6,298
+15
+0.2% +$502 0.06% 105
2015
Q3 		$213K Buy
6,283
+16
+0.3% +$553 0.07% 106
2015
Q2 		$208K Buy
6,267
+337
+6% +$12.3K 0.06% 109
2015
Q1 		$233K Buy
5,930
+12
+0.2% +$482 0.07% 107
2014
Q4 		$237K Buy
5,918
+11
+0.2% +$436 0.07% 111
2014
Q3 		$214K Buy
5,907
+72
+1% +$2.73K 0.07% 116
2014
Q2 		$220K Buy
+5,835
New +$220K 0.07% 118

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return