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Davidson Investment Advisors’s Healthpeak Properties DOC Stock Holding History

Davidson Investment 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
2017
Q3 		– Sell
-1,622
Closed -$51K – 131
2017
Q2 		$51K Hold
1,622
– – 0.01% 134
2017
Q1 		$50K Hold
1,622
– – 0.01% 135
2016
Q4 		$48K Sell
1,622
-159
-9% -$4.85K 0.01% 140
2016
Q3 		$61K Hold
1,781
– – 0.01% 130
2016
Q2 		$57K Hold
1,781
– – 0.01% 128
2016
Q1 		$52K Buy
+1,781
New +$53.4K 0.01% 161

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Davidson Investment Advisors's DOC Position: Q3 2017 in Review

Davidson Investment Advisors sold out of Healthpeak Properties (DOC) in Q3 2017, closing a stake of 1,622 shares — an estimated $51K sold.

Davidson Investment Advisors first reported a position in DOC in Q1 2016 and held it in 6 quarters. The position peaked at $61K in Q3 2016. 573 funds tracked by Wall St. Rank hold DOC as of Q3 2017.

  • Davidson Investment Advisors reported no remaining Healthpeak Properties position as of Q3 2017 after selling out during the quarter.
  • Davidson Investment Advisors sold 1,622 Healthpeak Properties shares in Q3 2017, an estimated $51K.
  • Davidson Investment Advisors first reported a position in Healthpeak Properties in Q1 2016 and held it in 6 quarters.
  • Davidson Investment Advisors's Healthpeak Properties position peaked at $61K in Q3 2016.
  • 573 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2017.

Based on Davidson Investment Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.