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Founders Bank & Trust’s Healthpeak Properties DOC Stock Holding History

Founders Bank & 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
2014
Q4 		$356K Buy
8,866
+260
+3% +$10.3K 0.19% 78
2014
Q3 		$311K Hold
8,606
– – 0.17% 79
2014
Q2 		$325K Buy
8,606
+1,759
+26% +$66.2K 0.18% 78
2014
Q1 		$242K Buy
6,847
+3,264
+91% +$113K 0.14% 87
2013
Q4 		$126K Buy
3,583
+2,897
+422% +$103K 0.07% 112
2013
Q3 		$26K Hold
686
– – 0.01% 190
2013
Q2 		$28K Buy
+686
New +$31.3K 0.02% 179

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Founders Bank & Trust's DOC Position: Q4 2014 in Review

Founders Bank & Trust increased its Healthpeak Properties (DOC) stake by 3% in Q4 2014, buying an estimated $10.3K and bringing the position to 8,866 shares worth $356K. The position accounts for 0.19% of the portfolio, ranked #78.

Founders Bank & Trust first reported a position in DOC in Q2 2013 and has held it in 7 quarters since. 667 funds tracked by Wall St. Rank hold DOC as of Q4 2014.

  • Founders Bank & Trust held 8,866 shares of Healthpeak Properties worth $356K as of Q4 2014.
  • Founders Bank & Trust bought 260 Healthpeak Properties shares in Q4 2014, an estimated $10.3K.
  • Healthpeak Properties made up 0.19% of Founders Bank & Trust's portfolio in Q4 2014, its #78 holding.
  • Founders Bank & Trust first reported a position in Healthpeak Properties in Q2 2013 and has held it in 7 quarters since.
  • 667 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.