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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 $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $51.1B AUM 35.55% 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 $609B AUM 40.19% 1-Year Est. Return

Callahan Advisors's DOC Position: Q3 2016 in Review

Callahan Advisors sold out of Healthpeak Properties (DOC) in Q3 2016, closing a stake of 6,445 shares — an estimated $208K sold.

Callahan Advisors first reported a position in DOC in Q2 2014 and held it in 8 quarters. The position peaked at $237K in Q4 2014. 608 funds tracked by Wall St. Rank hold DOC as of Q3 2016.

  • Callahan Advisors reported no remaining Healthpeak Properties position as of Q3 2016 after selling out during the quarter.
  • Callahan Advisors sold 6,445 Healthpeak Properties shares in Q3 2016, an estimated $208K.
  • Callahan Advisors first reported a position in Healthpeak Properties in Q2 2014 and held it in 8 quarters.
  • Callahan Advisors's Healthpeak Properties position peaked at $237K in Q4 2014.
  • 608 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2016.

Based on Callahan Advisors's 13F filing for Q3 2016, filed 14 Oct 2016.