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First Mercantile Trust’s Healthpeak Properties DOC Stock Holding History

First Mercantile Trust’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
2021
Q2 		– Sell
-15,295
Closed -$485K – 869
2021
Q1 		$485K Sell
15,295
-2,376
-13% -$72.2K 0.06% 186
2020
Q4 		$534K Hold
17,671
– – 0.06% 179
2020
Q3 		$514K Sell
17,671
-12,985
-42% -$356K 0.06% 171
2020
Q2 		$845K Buy
30,656
+8,738
+40% +$223K 0.11% 119
2020
Q1 		$523K Sell
21,918
-7,160
-25% -$233K 0.08% 149
2019
Q4 		$1M Buy
29,078
+1,384
+5% +$48.4K 0.12% 96
2019
Q3 		$987K Sell
27,694
-1,177
-4% -$39.7K 0.11% 110
2019
Q2 		$923K Sell
28,871
-812
-3% -$25.2K 0.1% 114
2019
Q1 		$929K Buy
29,683
+174
+0.6% +$5.3K 0.22% 109
2018
Q4 		$824K Sell
29,509
-3,043
-9% -$84.2K 0.2% 121
2018
Q3 		$857K Buy
32,552
+9,056
+39% +$238K 0.17% 139
2018
Q2 		$607K Buy
23,496
+7,344
+45% +$173K 0.12% 202
2018
Q1 		$375K Buy
16,152
+5,752
+55% +$134K 0.08% 314
2017
Q4 		$271K Hold
10,400
– – 0.05% 442
2017
Q3 		$289K Buy
10,400
+3,600
+53% +$108K 0.05% 455
2017
Q2 		$217K Buy
+6,800
New +$216K 0.04% 545

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Mercantile Trust's DOC Position: Q2 2021 in Review

First Mercantile Trust sold out of Healthpeak Properties (DOC) in Q2 2021, closing a stake of 15,295 shares — an estimated $485K sold.

First Mercantile Trust first reported a position in DOC in Q2 2017 and held it in 16 quarters. The position peaked at $1M in Q4 2019. 582 funds tracked by Wall St. Rank hold DOC as of Q2 2021.

  • First Mercantile Trust reported no remaining Healthpeak Properties position as of Q2 2021 after selling out during the quarter.
  • First Mercantile Trust sold 15,295 Healthpeak Properties shares in Q2 2021, an estimated $485K.
  • First Mercantile Trust first reported a position in Healthpeak Properties in Q2 2017 and held it in 16 quarters.
  • First Mercantile Trust's Healthpeak Properties position peaked at $1M in Q4 2019.
  • 582 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2021.

Based on First Mercantile Trust's 13F filing for Q2 2021, filed 10 Aug 2021.