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De Burlo Group’s Healthpeak Properties DOC Stock Holding History

De Burlo Group’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
2018
Q4 		– Sell
-25,250
Closed -$665K – 96
2018
Q3 		$665K Sell
25,250
-200
-0.8% -$5.26K 0.12% 93
2018
Q2 		$657K Hold
25,450
– – 0.14% 85
2018
Q1 		$591K Hold
25,450
– – 0.13% 81
2017
Q4 		$663K Sell
25,450
-10,800
-30% -$286K 0.13% 80
2017
Q3 		$1.01M Sell
36,250
-300
-0.8% -$9.02K 0.22% 70
2017
Q2 		$1.17M Sell
36,550
-34,900
-49% -$1.11M 0.26% 68
2017
Q1 		$2.23M Sell
71,450
-1,400
-2% -$43K 0.48% 52
2016
Q4 		$2.17M Sell
72,850
-10,104
-12% -$308K 0.53% 53
2016
Q3 		$2.87M Hold
82,954
– – 0.8% 52
2016
Q2 		$2.67M Hold
82,954
– – 0.65% 54
2016
Q1 		$2.46M Buy
82,954
+24,925
+43% +$748K 0.71% 49
2015
Q4 		$2.02M Hold
58,029
– – 0.48% 59
2015
Q3 		$1.97M Sell
58,029
-2,087
-3% -$72.2K 0.46% 59
2015
Q2 		$2M Sell
60,116
-24,595
-29% -$895K 0.42% 65
2015
Q1 		$3.33M Sell
84,711
-329
-0.4% -$13.2K 0.66% 57
2014
Q4 		$3.41M Buy
85,040
+7,796
+10% +$309K 0.69% 60
2014
Q3 		$2.79M Buy
77,244
+2,415
+3% +$91.6K 0.62% 57
2014
Q2 		$2.82M Buy
74,829
+1,977
+3% +$74.4K 0.64% 56
2014
Q1 		$2.57M Sell
72,852
-5,710
-7% -$197K 0.62% 52
2013
Q4 		$2.6M Sell
78,562
-1,976
-2% -$70.5K 0.62% 56
2013
Q3 		$3M Sell
80,538
-96,350
-54% -$3.76M 0.82% 53
2013
Q2 		$7.32M Buy
+176,888
New +$8.07M 2.17% 12

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

De Burlo Group's DOC Position: Q4 2018 in Review

De Burlo Group sold out of Healthpeak Properties (DOC) in Q4 2018, closing a stake of 25,250 shares — an estimated $665K sold.

De Burlo Group first reported a position in DOC in Q2 2013 and held it in 22 quarters. The position peaked at $7.32M in Q2 2013. 598 funds tracked by Wall St. Rank hold DOC as of Q4 2018.

  • De Burlo Group reported no remaining Healthpeak Properties position as of Q4 2018 after selling out during the quarter.
  • De Burlo Group sold 25,250 Healthpeak Properties shares in Q4 2018, an estimated $665K.
  • De Burlo Group first reported a position in Healthpeak Properties in Q2 2013 and held it in 22 quarters.
  • De Burlo Group's Healthpeak Properties position peaked at $7.32M in Q2 2013.
  • 598 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2018.

Based on De Burlo Group's 13F filing for Q4 2018, filed 7 Feb 2019.