HFS
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HL Financial Services’s Healthpeak Properties DOC Stock Holding History

HL Financial Services’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
2019
Q1 		$820K Sell
26,185
-100
-0.4% -$3.05K 0.01% 410
2018
Q4 		$734K Sell
26,285
-1,000
-4% -$27.7K 0.01% 409
2018
Q3 		$718K Sell
27,285
-3,819
-12% -$100K 0.01% 454
2018
Q2 		$803K Sell
31,104
-3,786
-11% -$89.3K 0.01% 406
2018
Q1 		$810K Sell
34,890
-1,750
-5% -$40.7K 0.01% 396
2017
Q4 		$956K Sell
36,640
-4,034
-10% -$107K 0.02% 318
2017
Q3 		$1.13M Sell
40,674
-250
-0.6% -$7.52K 0.02% 335
2017
Q2 		$1.31M Buy
40,924
+386
+1% +$12.2K 0.03% 297
2017
Q1 		$1.27M Sell
40,538
-1,334
-3% -$41K 0.03% 300
2016
Q4 		$1.24M Sell
41,872
-41,003
-49% -$1.25M 0.03% 291
2016
Q3 		$2.86M Sell
82,875
-436
-0.5% -$15.3K 0.07% 182
2016
Q2 		$2.68M Buy
83,311
+1,272
+2% +$39.5K 0.06% 172
2016
Q1 		$2.43M Buy
82,039
+24,020
+41% +$721K 0.06% 181
2015
Q4 		$2.02M Buy
58,019
+5,977
+11% +$200K 0.05% 204
2015
Q3 		$1.77M Buy
52,042
+34,610
+199% +$1.2M 0.05% 193
2015
Q2 		$579K Buy
17,432
+312
+2% +$11.4K 0.02% 429
2015
Q1 		$674K Buy
17,120
+7,715
+82% +$310K 0.02% 389
2014
Q4 		$377K Buy
+9,405
New +$373K 0.01% 500

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HL Financial Services's DOC Position: Q1 2019 in Review

HL Financial Services reduced its Healthpeak Properties (DOC) stake by 0.38% in Q1 2019, selling an estimated $3.05K and leaving 26,185 shares worth $820K. The position accounts for 0.01% of the portfolio, ranked #410.

HL Financial Services first reported a position in DOC in Q4 2014 and has held it in 18 quarters since. The position peaked at $2.86M in Q3 2016. 629 funds tracked by Wall St. Rank hold DOC as of Q1 2019.

  • HL Financial Services held 26,185 shares of Healthpeak Properties worth $820K as of Q1 2019.
  • HL Financial Services sold 100 Healthpeak Properties shares in Q1 2019, an estimated $3.05K.
  • Healthpeak Properties made up 0.01% of HL Financial Services's portfolio in Q1 2019, its #410 holding.
  • HL Financial Services first reported a position in Healthpeak Properties in Q4 2014 and has held it in 18 quarters since.
  • HL Financial Services's Healthpeak Properties position peaked at $2.86M in Q3 2016.
  • 629 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.