FM
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Foster & Motley’s Healthpeak Properties DOC Stock Holding History

Foster & Motley’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
2018
Q1 		– Sell
-13,776
Closed -$359K – 221
2017
Q4 		$359K Sell
13,776
-50,094
-78% -$1.33M 0.06% 176
2017
Q3 		$1.78M Buy
63,870
+788
+1% +$23.7K 0.31% 89
2017
Q2 		$2.02M Buy
63,082
+6,731
+12% +$213K 0.36% 87
2017
Q1 		$1.76M Buy
56,351
+11,088
+24% +$340K 0.32% 86
2016
Q4 		$1.34M Sell
45,263
-6,300
-12% -$192K 0.26% 95
2016
Q3 		$1.78M Buy
51,563
+6,791
+15% +$238K 0.34% 86
2016
Q2 		$1.44M Buy
44,772
+3,362
+8% +$104K 0.28% 92
2016
Q1 		$1.23M Sell
41,410
-12,757
-24% -$383K 0.25% 95
2015
Q4 		$1.89M Sell
54,167
-16,431
-23% -$550K 0.4% 83
2015
Q3 		$2.39M Sell
70,598
-4,290
-6% -$148K 0.54% 66
2015
Q2 		$2.49M Buy
74,888
+5,369
+8% +$195K 0.55% 64
2015
Q1 		$2.74M Buy
69,519
+6,389
+10% +$256K 0.6% 58
2014
Q4 		$2.53M Buy
63,130
+4,472
+8% +$177K 0.57% 59
2014
Q3 		$2.12M Buy
58,658
+5,237
+10% +$199K 0.49% 65
2014
Q2 		$2.01M Buy
53,421
+12,728
+31% +$479K 0.46% 65
2014
Q1 		$1.44M Buy
+40,693
New +$1.41M 0.35% 77

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Foster & Motley's DOC Position: Q1 2018 in Review

Foster & Motley sold out of Healthpeak Properties (DOC) in Q1 2018, closing a stake of 13,776 shares — an estimated $359K sold.

Foster & Motley first reported a position in DOC in Q1 2014 and held it in 16 quarters. The position peaked at $2.74M in Q1 2015. 573 funds tracked by Wall St. Rank hold DOC as of Q1 2018.

  • Foster & Motley reported no remaining Healthpeak Properties position as of Q1 2018 after selling out during the quarter.
  • Foster & Motley sold 13,776 Healthpeak Properties shares in Q1 2018, an estimated $359K.
  • Foster & Motley first reported a position in Healthpeak Properties in Q1 2014 and held it in 16 quarters.
  • Foster & Motley's Healthpeak Properties position peaked at $2.74M in Q1 2015.
  • 573 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2018.

Based on Foster & Motley's 13F filing for Q1 2018, filed 14 May 2018.