CFS
DOC icon

Community Financial System’s Healthpeak Properties DOC Stock Holding History

Community Financial System’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
2014
Q3 		$220K Hold
6,095
– – 0.05% 165
2014
Q2 		$229K Hold
6,095
– – 0.05% 159
2014
Q1 		$215K Hold
6,095
– – 0.05% 161
2013
Q4 		$202K Hold
6,095
– – 0.05% 167
2013
Q3 		$227K Hold
6,095
– – 0.05% 154
2013
Q2 		$253K Buy
+6,095
New +$278K 0.07% 129

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 $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Community Financial System's DOC Position: Q3 2014 in Review

Community Financial System held its Healthpeak Properties (DOC) position steady in Q3 2014 at 6,095 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #165.

Community Financial System first reported a position in DOC in Q2 2013 and has held it in 6 quarters since. The position peaked at $253K in Q2 2013. 606 funds tracked by Wall St. Rank hold DOC as of Q3 2014.

  • Community Financial System held 6,095 shares of Healthpeak Properties worth $220K as of Q3 2014.
  • Community Financial System left its Healthpeak Properties share count unchanged in Q3 2014.
  • Healthpeak Properties made up 0.05% of Community Financial System's portfolio in Q3 2014, its #165 holding.
  • Community Financial System first reported a position in Healthpeak Properties in Q2 2013 and has held it in 6 quarters since.
  • Community Financial System's Healthpeak Properties position peaked at $253K in Q2 2013.
  • 606 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2014.

Based on Community Financial System's 13F filing for Q3 2014, filed 8 Oct 2014.