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Cramer Rosenthal McGlynn’s Healthpeak Properties DOC Stock Holding History

Cramer Rosenthal McGlynn’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 		– Sell
-68,405
Closed -$2.38M – 213
2015
Q4 		$2.38M Buy
68,405
+32,940
+93% +$1.1M 0.04% 180
2015
Q3 		$1.2M Sell
35,465
-65,880
-65% -$2.28M 0.02% 194
2015
Q2 		$3.37M Hold
101,345
– – 0.04% 180
2015
Q1 		$3.99M Buy
101,345
+2,525
+3% +$101K 0.04% 179
2014
Q4 		$3.96M Buy
+98,820
New +$3.92M 0.04% 169

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

Cramer Rosenthal McGlynn's DOC Position: Q1 2016 in Review

Cramer Rosenthal McGlynn sold out of Healthpeak Properties (DOC) in Q1 2016, closing a stake of 68,405 shares — an estimated $2.38M sold.

Cramer Rosenthal McGlynn first reported a position in DOC in Q4 2014 and held it in 5 quarters. The position peaked at $3.99M in Q1 2015. 603 funds tracked by Wall St. Rank hold DOC as of Q1 2016.

  • Cramer Rosenthal McGlynn reported no remaining Healthpeak Properties position as of Q1 2016 after selling out during the quarter.
  • Cramer Rosenthal McGlynn sold 68,405 Healthpeak Properties shares in Q1 2016, an estimated $2.38M.
  • Cramer Rosenthal McGlynn first reported a position in Healthpeak Properties in Q4 2014 and held it in 5 quarters.
  • Cramer Rosenthal McGlynn's Healthpeak Properties position peaked at $3.99M in Q1 2015.
  • 603 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2016.

Based on Cramer Rosenthal McGlynn's 13F filing for Q1 2016, filed 16 May 2016.