HW
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Hedeker Wealth’s Healthpeak Properties DOC Stock Holding History

Hedeker Wealth’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
2017
Q3 		– Sell
-12,380
Closed -$395K – 75
2017
Q2 		$395K Hold
12,380
– – 0.38% 73
2017
Q1 		$387K Hold
12,380
– – 0.37% 78
2016
Q4 		$368K Sell
12,380
-1,213
-9% -$37K 0.3% 88
2016
Q3 		$469 Sell
13,593
-209
-2% -$7.31K 0.02% 132
2016
Q2 		$445K Buy
13,802
+209
+2% +$6.49K 0.39% 90
2016
Q1 		$403K Sell
13,593
-209
-2% -$6.27K 0.38% 58
2015
Q4 		$480K Buy
13,802
+209
+2% +$6.99K 0.42% 55
2015
Q3 		$461K Sell
13,593
-209
-2% -$7.23K 0.4% 60
2015
Q2 		$458K Buy
13,802
+209
+2% +$7.61K 0.37% 62
2015
Q1 		$535K Hold
13,593
– – 0.44% 56
2014
Q4 		$545K Buy
+13,593
New +$539K 0.44% 56

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hedeker Wealth's DOC Position: Q3 2017 in Review

Hedeker Wealth sold out of Healthpeak Properties (DOC) in Q3 2017, closing a stake of 12,380 shares — an estimated $395K sold.

Hedeker Wealth first reported a position in DOC in Q4 2014 and held it in 11 quarters. The position peaked at $545K in Q4 2014. 573 funds tracked by Wall St. Rank hold DOC as of Q3 2017.

  • Hedeker Wealth reported no remaining Healthpeak Properties position as of Q3 2017 after selling out during the quarter.
  • Hedeker Wealth sold 12,380 Healthpeak Properties shares in Q3 2017, an estimated $395K.
  • Hedeker Wealth first reported a position in Healthpeak Properties in Q4 2014 and held it in 11 quarters.
  • Hedeker Wealth's Healthpeak Properties position peaked at $545K in Q4 2014.
  • 573 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2017.

Based on Hedeker Wealth's 13F filing for Q3 2017, filed 13 Nov 2017.