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Eagle Ridge Investment Management’s Healthpeak Properties DOC Stock Holding History

Eagle Ridge Investment Management’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
Q4 		– Sell
-8,845
Closed -$246K – 176
2017
Q3 		$246K Buy
+8,845
New +$266K 0.04% 148

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Eagle Ridge Investment Management's DOC Position: Q4 2017 in Review

Eagle Ridge Investment Management sold out of Healthpeak Properties (DOC) in Q4 2017, closing a stake of 8,845 shares — an estimated $246K sold.

Eagle Ridge Investment Management first reported a position in DOC in Q3 2017 and held it in 1 quarter. The position peaked at $246K in Q3 2017. 581 funds tracked by Wall St. Rank hold DOC as of Q4 2017.

  • Eagle Ridge Investment Management reported no remaining Healthpeak Properties position as of Q4 2017 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 8,845 Healthpeak Properties shares in Q4 2017, an estimated $246K.
  • Eagle Ridge Investment Management first reported a position in Healthpeak Properties in Q3 2017 and held it in 1 quarter.
  • Eagle Ridge Investment Management's Healthpeak Properties position peaked at $246K in Q3 2017.
  • 581 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2017.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2017, filed 26 Jan 2018.