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Fiduciary Financial Services of The Southwest’s Healthpeak Properties DOC Stock Holding History

Fiduciary Financial Services of The Southwest’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
2019
Q4 		$3.19M Sell
92,516
-2,484
-3% -$86.9K 0.83% 41
2019
Q3 		$3.38M Buy
95,000
+841
+0.9% +$28.4K 0.9% 36
2019
Q2 		$3.01M Buy
94,159
+65
+0.1% +$2.02K 0.85% 40
2019
Q1 		$2.94M Sell
94,094
-720
-0.8% -$21.9K 0.86% 39
2018
Q4 		$2.65M Sell
94,814
-2,550
-3% -$70.6K 0.84% 38
2018
Q3 		$2.56M Sell
97,364
-3,117
-3% -$81.9K 0.71% 45
2018
Q2 		$2.59M Sell
100,481
-4,093
-4% -$96.5K 0.79% 43
2018
Q1 		$2.43M Sell
104,574
-14,947
-13% -$347K 0.74% 42
2017
Q4 		$3.12M Sell
119,521
-13,973
-10% -$370K 0.91% 40
2017
Q3 		$3.71M Sell
133,494
-2,575
-2% -$77.4K 1.11% 34
2017
Q2 		$4.35M Buy
136,069
+971
+0.7% +$30.8K 1.34% 23
2017
Q1 		$4.23M Sell
135,098
-136
-0.1% -$4.18K 1.34% 26
2016
Q4 		$4.02M Sell
135,234
-15,493
-10% -$472K 1.32% 27
2016
Q3 		$5.21M Sell
150,727
-5,556
-4% -$194K 1.67% 17
2016
Q2 		$5.04M Sell
156,283
-3,167
-2% -$98.4K 1.62% 16
2016
Q1 		$4.73M Sell
159,450
-7,281
-4% -$218K 1.68% 16
2015
Q4 		$5.81M Sell
166,731
-397
-0.2% -$13.3K 2.06% 12
2015
Q3 		$5.67M Sell
167,128
-686
-0.4% -$23.7K 1.99% 11
2015
Q2 		$5.57M Buy
167,814
+185
+0.1% +$6.73K 1.72% 11
2015
Q1 		$6.6M Sell
167,629
-2,010
-1% -$80.7K 1.93% 9
2014
Q4 		$6.8M Sell
169,639
-1,070
-0.6% -$42.5K 1.95% 8
2014
Q3 		$6.17M Sell
170,709
-1,861
-1% -$70.6K 1.74% 11
2014
Q2 		$6.5M Sell
172,570
-308
-0.2% -$11.6K 1.82% 7
2014
Q1 		$6.11M Sell
172,878
-375
-0.2% -$12.9K 1.84% 8
2013
Q4 		$5.73M Sell
173,253
-1,807
-1% -$64.4K 1.8% 11
2013
Q3 		$6.53M Sell
175,060
-1,065
-0.6% -$41.5K 2.15% 6
2013
Q2 		$7.29M Buy
+176,125
New +$8.03M 2.43% 6

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's DOC Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest reduced its Healthpeak Properties (DOC) stake by 2.6% in Q4 2019, selling an estimated $86.9K and leaving 92,516 shares worth $3.19M. The position accounts for 0.83% of the portfolio, ranked #41.

Fiduciary Financial Services of The Southwest first reported a position in DOC in Q2 2013 and has held it in 27 quarters since. The position peaked at $7.29M in Q2 2013. 611 funds tracked by Wall St. Rank hold DOC as of Q4 2019.

  • Fiduciary Financial Services of The Southwest held 92,516 shares of Healthpeak Properties worth $3.19M as of Q4 2019.
  • Fiduciary Financial Services of The Southwest sold 2,484 Healthpeak Properties shares in Q4 2019, an estimated $86.9K.
  • Healthpeak Properties made up 0.83% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #41 holding.
  • Fiduciary Financial Services of The Southwest first reported a position in Healthpeak Properties in Q2 2013 and has held it in 27 quarters since.
  • Fiduciary Financial Services of The Southwest's Healthpeak Properties position peaked at $7.29M in Q2 2013.
  • 611 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.