EFS
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Essex Financial Services’s Healthpeak Properties DOC Stock Holding History

Essex Financial Services’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
-12,580
Closed -$350K – 288
2017
Q3 		$350K Buy
12,580
+1,630
+15% +$49K 0.09% 189
2017
Q2 		$350K Buy
+10,950
New +$347K 0.07% 241
2016
Q3 		– Sell
-6,753
Closed -$218K – 310
2016
Q2 		$218K Hold
6,753
– – 0.05% 275
2016
Q1 		$200K Hold
6,753
– – 0.05% 292
2015
Q4 		$235K Sell
6,753
-164
-2% -$5.49K 0.06% 272
2015
Q3 		$235K Hold
6,917
– – 0.06% 273
2015
Q2 		$230K Hold
6,917
– – 0.06% 285
2015
Q1 		$272K Sell
6,917
-2,471
-26% -$99.2K 0.07% 254
2014
Q4 		$376K Sell
9,388
-220
-2% -$8.73K 0.1% 208
2014
Q3 		$347K Sell
9,608
-850
-8% -$32.2K 0.1% 204
2014
Q2 		$394K Sell
10,458
-659
-6% -$24.8K 0.12% 190
2014
Q1 		$393K Hold
11,117
– – 0.13% 177
2013
Q4 		$368K Sell
11,117
-439
-4% -$15.7K 0.12% 174
2013
Q3 		$431K Sell
11,556
-110
-0.9% -$4.29K 0.14% 149
2013
Q2 		$483K Buy
+11,666
New +$532K 0.17% 135

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

Essex Financial Services's DOC Position: Q4 2017 in Review

Essex Financial Services sold out of Healthpeak Properties (DOC) in Q4 2017, closing a stake of 12,580 shares — an estimated $350K sold.

Essex Financial Services first reported a position in DOC in Q2 2013 and held it in 15 quarters. The position peaked at $483K in Q2 2013. 581 funds tracked by Wall St. Rank hold DOC as of Q4 2017.

  • Essex Financial Services reported no remaining Healthpeak Properties position as of Q4 2017 after selling out during the quarter.
  • Essex Financial Services sold 12,580 Healthpeak Properties shares in Q4 2017, an estimated $350K.
  • Essex Financial Services first reported a position in Healthpeak Properties in Q2 2013 and held it in 15 quarters.
  • Essex Financial Services's Healthpeak Properties position peaked at $483K in Q2 2013.
  • 581 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2017.

Based on Essex Financial Services's 13F filing for Q4 2017, filed 7 Feb 2018.