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Forward Management’s Healthpeak Properties DOC Stock Holding History

Forward 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
2020
Q2 		– Sell
-246,700
Closed -$5.88M – 39
2020
Q1 		$5.88M Hold
246,700
– – 1.15% 9
2019
Q4 		$8.5M Buy
246,700
+11,700
+5% +$409K 1.3% 17
2019
Q3 		$8.37M Hold
235,000
– – 1.27% 19
2019
Q2 		$7.51M Buy
+235,000
New +$7.31M 1.33% 23
2018
Q4 		– Sell
-60
Closed -$2K – 68
2018
Q3 		$2K Sell
60
-30,600
-100% -$804K ﹤0.01% 140
2018
Q2 		$792K Sell
30,660
-1,740
-5% -$41K 0.13% 95
2018
Q1 		$753K Sell
32,400
-8,700
-21% -$202K 0.11% 114
2017
Q4 		$1.07M Buy
41,100
+16,600
+68% +$440K 0.12% 94
2017
Q3 		$681K Hold
24,500
– – 0.08% 118
2017
Q2 		$783K Hold
24,500
– – 0.07% 123
2017
Q1 		$766K Hold
24,500
– – 0.06% 122
2016
Q4 		$728K Sell
24,500
-31,498
-56% -$960K 0.05% 147
2016
Q3 		$1.94M Hold
55,998
– – 0.15% 71
2016
Q2 		$1.8M Sell
55,998
-3,349
-6% -$104K 0.15% 71
2016
Q1 		$1.76M Buy
59,347
+12,909
+28% +$387K 0.14% 76
2015
Q4 		$1.62M Sell
46,438
-21,960
-32% -$735K 0.14% 90
2015
Q3 		$2.32M Hold
68,398
– – 0.19% 83
2015
Q2 		$2.27M Buy
68,398
+10,980
+19% +$400K 0.14% 96
2015
Q1 		$2.26M Sell
57,418
-46,582
-45% -$1.87M 0.14% 103
2014
Q4 		$4.17M Buy
104,000
+21,979
+27% +$872K 0.23% 69
2014
Q3 		$2.97M Sell
82,021
-12,187
-13% -$462K 0.18% 84
2014
Q2 		$3.55M Sell
94,208
-19,215
-17% -$723K 0.21% 68
2014
Q1 		$4.01M Buy
113,423
+54,241
+92% +$1.87M 0.23% 62
2013
Q4 		$1.96M Buy
59,182
+6,588
+13% +$235K 0.12% 105
2013
Q3 		$1.96M Hold
52,594
– – 0.13% 100
2013
Q2 		$2.18M Buy
+52,594
New +$2.4M 0.18% 98

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Forward Management's DOC Position: Q2 2020 in Review

Forward Management sold out of Healthpeak Properties (DOC) in Q2 2020, closing a stake of 246,700 shares — an estimated $5.88M sold.

Forward Management first reported a position in DOC in Q2 2013 and held it in 26 quarters. The position peaked at $8.5M in Q4 2019. 568 funds tracked by Wall St. Rank hold DOC as of Q2 2020.

  • Forward Management reported no remaining Healthpeak Properties position as of Q2 2020 after selling out during the quarter.
  • Forward Management sold 246,700 Healthpeak Properties shares in Q2 2020, an estimated $5.88M.
  • Forward Management first reported a position in Healthpeak Properties in Q2 2013 and held it in 26 quarters.
  • Forward Management's Healthpeak Properties position peaked at $8.5M in Q4 2019.
  • 568 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2020.

Based on Forward Management's 13F filing for Q2 2020, filed 6 Aug 2020.