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Edgemoor Investment Advisors’s Healthpeak Properties DOC Stock Holding History

Edgemoor 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
2018
Q1 		– Sell
-124,275
Closed -$2.95M – 144
2017
Q4 		$2.95M Sell
124,275
-13,655
-10% -$362K 0.37% 61
2017
Q3 		$3.84M Sell
137,930
-3,081
-2% -$92.7K 0.52% 58
2017
Q2 		$4.51M Sell
141,011
-2,240
-2% -$71K 0.61% 58
2017
Q1 		$4.48M Sell
143,251
-10,510
-7% -$323K 0.64% 55
2016
Q4 		$4.57M Sell
153,761
-53,895
-26% -$1.64M 0.69% 51
2016
Q3 		$7.18M Sell
207,656
-5,647
-3% -$198K 1.1% 38
2016
Q2 		$6.87M Sell
213,303
-14,165
-6% -$440K 1.09% 39
2016
Q1 		$6.75M Sell
227,468
-18,942
-8% -$568K 1.05% 39
2015
Q4 		$8.58M Sell
246,410
-1,792
-0.7% -$60K 1.29% 28
2015
Q3 		$8.42M Buy
248,202
+3,605
+1% +$125K 1.28% 26
2015
Q2 		$8.12M Buy
244,597
+11,454
+5% +$417K 1.18% 31
2015
Q1 		$9.18M Buy
233,143
+20,895
+10% +$839K 1.3% 29
2014
Q4 		$8.51M Buy
212,248
+8,190
+4% +$325K 1.25% 30
2014
Q3 		$7.38M Buy
204,058
+8,169
+4% +$310K 1.08% 40
2014
Q2 		$7.38M Buy
195,889
+21,922
+13% +$825K 1.09% 39
2014
Q1 		$6.15M Buy
173,967
+41,982
+32% +$1.45M 0.97% 41
2013
Q4 		$4.37M Buy
131,985
+72,891
+123% +$2.6M 0.69% 53
2013
Q3 		$2.2M Buy
+59,094
New +$2.3M 0.38% 63

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Edgemoor Investment Advisors's DOC Position: Q1 2018 in Review

Edgemoor Investment Advisors sold out of Healthpeak Properties (DOC) in Q1 2018, closing a stake of 124,275 shares — an estimated $2.95M sold.

Edgemoor Investment Advisors first reported a position in DOC in Q3 2013 and held it in 18 quarters. The position peaked at $9.18M in Q1 2015. 573 funds tracked by Wall St. Rank hold DOC as of Q1 2018.

  • Edgemoor Investment Advisors reported no remaining Healthpeak Properties position as of Q1 2018 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 124,275 Healthpeak Properties shares in Q1 2018, an estimated $2.95M.
  • Edgemoor Investment Advisors first reported a position in Healthpeak Properties in Q3 2013 and held it in 18 quarters.
  • Edgemoor Investment Advisors's Healthpeak Properties position peaked at $9.18M in Q1 2015.
  • 573 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2018.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2018, filed 14 May 2018.