IA
DOC icon

Icon Advisers’s Healthpeak Properties DOC Stock Holding History

Icon Advisers’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
2015
Q4 		– Sell
-22,838
Closed -$775K – 361
2015
Q3 		$775K Sell
22,838
-15,372
-40% -$532K 0.05% 251
2015
Q2 		$1.27M Hold
38,210
– – 0.08% 204
2015
Q1 		$1.5M Buy
38,210
+23,607
+162% +$948K 0.09% 188
2014
Q4 		$586K Sell
14,603
-18,337
-56% -$728K 0.03% 276
2014
Q3 		$1.19M Buy
32,940
+19,764
+150% +$749K 0.07% 202
2014
Q2 		$497K Buy
13,176
+5,051
+62% +$190K 0.03% 274
2014
Q1 		$287K Hold
8,125
– – 0.02% 279
2013
Q4 		$269K Hold
8,125
– – 0.02% 263
2013
Q3 		$303K Buy
+8,125
New +$317K 0.02% 280

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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Icon Advisers's DOC Position: Q4 2015 in Review

Icon Advisers sold out of Healthpeak Properties (DOC) in Q4 2015, closing a stake of 22,838 shares — an estimated $775K sold.

Icon Advisers first reported a position in DOC in Q3 2013 and held it in 9 quarters. The position peaked at $1.5M in Q1 2015. 635 funds tracked by Wall St. Rank hold DOC as of Q4 2015.

  • Icon Advisers reported no remaining Healthpeak Properties position as of Q4 2015 after selling out during the quarter.
  • Icon Advisers sold 22,838 Healthpeak Properties shares in Q4 2015, an estimated $775K.
  • Icon Advisers first reported a position in Healthpeak Properties in Q3 2013 and held it in 9 quarters.
  • Icon Advisers's Healthpeak Properties position peaked at $1.5M in Q1 2015.
  • 635 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2015.

Based on Icon Advisers's 13F filing for Q4 2015, filed 11 Feb 2016.