GIM
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Goelzer Investment Management’s Healthpeak Properties DOC Stock Holding History

Goelzer Investment 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
2016
Q1 		– Sell
-6,321
Closed -$220K – 202
2015
Q4 		$220K Buy
6,321
+317
+5% +$10.6K 0.03% 195
2015
Q3 		$204K Buy
+6,004
New +$208K 0.03% 195

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goelzer Investment Management's DOC Position: Q1 2016 in Review

Goelzer Investment Management sold out of Healthpeak Properties (DOC) in Q1 2016, closing a stake of 6,321 shares — an estimated $220K sold.

Goelzer Investment Management first reported a position in DOC in Q3 2015 and held it in 2 quarters. The position peaked at $220K in Q4 2015. 603 funds tracked by Wall St. Rank hold DOC as of Q1 2016.

  • Goelzer Investment Management reported no remaining Healthpeak Properties position as of Q1 2016 after selling out during the quarter.
  • Goelzer Investment Management sold 6,321 Healthpeak Properties shares in Q1 2016, an estimated $220K.
  • Goelzer Investment Management first reported a position in Healthpeak Properties in Q3 2015 and held it in 2 quarters.
  • Goelzer Investment Management's Healthpeak Properties position peaked at $220K in Q4 2015.
  • 603 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2016.

Based on Goelzer Investment Management's 13F filing for Q1 2016, filed 6 May 2016.