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Constellation Investments’s Healthpeak Properties DOC Stock Holding History

Constellation Investments’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
Q1 		$339K Buy
11,419
+219
+2% +$6.57K 0.06% 315
2015
Q4 		$390K Buy
11,200
+220
+2% +$7.36K 0.07% 281
2015
Q3 		$373K Buy
10,980
+110
+1% +$3.8K 0.08% 277
2015
Q2 		$361K Buy
10,870
+110
+1% +$4K 0.07% 301
2015
Q1 		$423K Buy
10,760
+549
+5% +$22K 0.08% 277
2014
Q4 		$409K Buy
10,211
+439
+4% +$17.4K 0.08% 274
2014
Q3 		$353K Buy
9,772
+219
+2% +$8.3K 0.08% 274
2014
Q2 		$360K Buy
9,553
+110
+1% +$4.14K 0.08% 269
2014
Q1 		$334K Buy
9,443
+220
+2% +$7.6K 0.08% 278
2013
Q4 		$305K Buy
9,223
+768
+9% +$27.4K 0.08% 276
2013
Q3 		$315K Buy
8,455
+440
+5% +$17.2K 0.1% 241
2013
Q2 		$332K Buy
+8,015
New +$366K 0.12% 213

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 $3.38T AUM 44.17% 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

Constellation Investments's DOC Position: Q1 2016 in Review

Constellation Investments increased its Healthpeak Properties (DOC) stake by 2% in Q1 2016, buying an estimated $6.57K and bringing the position to 11,419 shares worth $339K. The position accounts for 0.06% of the portfolio, ranked #315.

Constellation Investments first reported a position in DOC in Q2 2013 and has held it in 12 quarters since. The position peaked at $423K in Q1 2015. 603 funds tracked by Wall St. Rank hold DOC as of Q1 2016.

  • Constellation Investments held 11,419 shares of Healthpeak Properties worth $339K as of Q1 2016.
  • Constellation Investments bought 219 Healthpeak Properties shares in Q1 2016, an estimated $6.57K.
  • Healthpeak Properties made up 0.06% of Constellation Investments's portfolio in Q1 2016, its #315 holding.
  • Constellation Investments first reported a position in Healthpeak Properties in Q2 2013 and has held it in 12 quarters since.
  • Constellation Investments's Healthpeak Properties position peaked at $423K in Q1 2015.
  • 603 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2016.

Based on Constellation Investments's 13F filing for Q1 2016, filed 28 Apr 2016.