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

Grassi 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
Q2 		– Sell
-92,781
Closed -$2.75M – 134
2016
Q1 		$2.75M Sell
92,781
-11,584
-11% -$348K 0.55% 66
2015
Q4 		$3.63M Sell
104,365
-769
-0.7% -$25.7K 0.74% 53
2015
Q3 		$3.57M Sell
105,134
-1,647
-2% -$56.9K 0.76% 50
2015
Q2 		$3.55M Buy
106,781
+659
+0.6% +$24K 0.67% 53
2015
Q1 		$4.18M Sell
106,122
-4,474
-4% -$180K 0.77% 51
2014
Q4 		$4.43M Buy
110,596
+2,278
+2% +$90.4K 0.78% 49
2014
Q3 		$3.92M Buy
108,318
+1,922
+2% +$72.9K 0.74% 54
2014
Q2 		$4.01M Hold
106,396
– – 0.88% 51
2014
Q1 		$3.76M Sell
106,396
-632
-0.6% -$21.8K 0.89% 52
2013
Q4 		$3.54M Buy
107,028
+12,573
+13% +$448K 0.84% 52
2013
Q3 		$3.52M Buy
94,455
+3,403
+4% +$133K 0.93% 50
2013
Q2 		$3.77M Buy
+91,052
New +$4.15M 1.01% 44

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 $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $34.8B AUM 20.7% 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 $544B AUM 28.31% 1-Year Est. Return

Grassi Investment Management's DOC Position: Q2 2016 in Review

Grassi Investment Management sold out of Healthpeak Properties (DOC) in Q2 2016, closing a stake of 92,781 shares — an estimated $2.75M sold.

Grassi Investment Management first reported a position in DOC in Q2 2013 and held it in 12 quarters. The position peaked at $4.43M in Q4 2014. 608 funds tracked by Wall St. Rank hold DOC as of Q2 2016.

  • Grassi Investment Management reported no remaining Healthpeak Properties position as of Q2 2016 after selling out during the quarter.
  • Grassi Investment Management sold 92,781 Healthpeak Properties shares in Q2 2016, an estimated $2.75M.
  • Grassi Investment Management first reported a position in Healthpeak Properties in Q2 2013 and held it in 12 quarters.
  • Grassi Investment Management's Healthpeak Properties position peaked at $4.43M in Q4 2014.
  • 608 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2016.

Based on Grassi Investment Management's 13F filing for Q2 2016, filed 12 Jul 2016.