EWM
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Evercore Wealth Management’s Healthpeak Properties DOC Stock Holding History

Evercore Wealth 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
Q2 		– Sell
-1
Closed – – 984
2017
Q1 		$0 Sell
1
-42
-98% -$1.29K ﹤0.01% 995
2016
Q4 		$1K Sell
43
-1,022
-96% -$31.2K ﹤0.01% 971
2016
Q3 		$36K Hold
1,065
– – ﹤0.01% 665
2016
Q2 		$34K Sell
1,065
-2,486
-70% -$77.2K ﹤0.01% 658
2016
Q1 		$105K Buy
3,551
+2,673
+304% +$80.2K ﹤0.01% 448
2015
Q4 		$31K Sell
878
-443
-34% -$14.8K ﹤0.01% 680
2015
Q3 		$45K Sell
1,321
-473
-26% -$16.4K ﹤0.01% 599
2015
Q2 		$59K Sell
1,794
-173
-9% -$6.3K ﹤0.01% 606
2015
Q1 		$77K Buy
1,967
+1,499
+320% +$60.2K ﹤0.01% 570
2014
Q4 		$19K Sell
468
-1,990
-81% -$79K ﹤0.01% 673
2014
Q3 		$89K Hold
2,458
– – ﹤0.01% 529
2014
Q2 		$93K Buy
2,458
+2,293
+1,390% +$86.3K ﹤0.01% 521
2014
Q1 		$6K Buy
+165
New +$5.7K ﹤0.01% 846
2013
Q4 		– Sell
-144
Closed -$5K – 875
2013
Q3 		$5K Buy
+144
New +$5.61K ﹤0.01% 839

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Evercore Wealth Management's DOC Position: Q2 2017 in Review

Evercore Wealth Management sold out of Healthpeak Properties (DOC) in Q2 2017, closing a stake of 1 share.

Evercore Wealth Management first reported a position in DOC in Q3 2013 and held it in 14 quarters. The position peaked at $105K in Q1 2016. 606 funds tracked by Wall St. Rank hold DOC as of Q2 2017.

  • Evercore Wealth Management reported no remaining Healthpeak Properties position as of Q2 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 1 Healthpeak Properties share in Q2 2017.
  • Evercore Wealth Management first reported a position in Healthpeak Properties in Q3 2013 and held it in 14 quarters.
  • Evercore Wealth Management's Healthpeak Properties position peaked at $105K in Q1 2016.
  • 606 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.