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Independent Order of Foresters’s Healthpeak Properties DOC Stock Holding History

Independent Order of Foresters’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
2018
Q2 		– Sell
-131,881
Closed -$3.06M – 40
2018
Q1 		$3.06M Buy
131,881
+46,000
+54% +$1.07M 2.83% 10
2017
Q4 		$2.24M Buy
85,881
+15,166
+21% +$402K 1.98% 17
2017
Q3 		$1.97M Hold
70,715
– – 1.63% 20
2017
Q2 		$2.26M Sell
70,715
-16,000
-18% -$507K 1.88% 17
2017
Q1 		$2.71M Sell
86,715
-8,000
-8% -$246K 2.32% 13
2016
Q4 		$2.82M Sell
94,715
-44,127
-32% -$1.35M 2.37% 13
2016
Q3 		$4.8M Sell
138,842
-27,450
-17% -$960K 3.93% 5
2016
Q2 		$5.36M Sell
166,292
-8,784
-5% -$273K 3.96% 6
2016
Q1 		$5.19M Buy
175,076
+30,963
+21% +$929K 3.94% 6
2015
Q4 		$5.02M Buy
144,113
+22,509
+19% +$753K 3.95% 6
2015
Q3 		$4.12M Hold
121,604
– – 3.52% 6
2015
Q2 		$4.04M Hold
121,604
– – 3.84% 6
2015
Q1 		$4.79M Buy
121,604
+32,391
+36% +$1.3M 4.47% 4
2014
Q4 		$3.58M Sell
89,213
-13,176
-13% -$523K 3.7% 5
2014
Q3 		$3.7M Buy
102,389
+9,882
+11% +$375K 3.71% 5
2014
Q2 		$3.48M Buy
92,507
+45,567
+97% +$1.72M 3.14% 6
2014
Q1 		$1.66M Hold
46,940
– – 1.53% 16
2013
Q4 		$1.55M Buy
46,940
+8,784
+23% +$313K 1.54% 15
2013
Q3 		$1.42M Buy
38,156
+1,977
+5% +$77.1K 1.4% 18
2013
Q2 		$1.5M Buy
+36,179
New +$1.65M 1.51% 14

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Independent Order of Foresters's DOC Position: Q2 2018 in Review

Independent Order of Foresters sold out of Healthpeak Properties (DOC) in Q2 2018, closing a stake of 131,881 shares — an estimated $3.06M sold.

Independent Order of Foresters first reported a position in DOC in Q2 2013 and held it in 20 quarters. The position peaked at $5.36M in Q2 2016. 571 funds tracked by Wall St. Rank hold DOC as of Q2 2018.

  • Independent Order of Foresters reported no remaining Healthpeak Properties position as of Q2 2018 after selling out during the quarter.
  • Independent Order of Foresters sold 131,881 Healthpeak Properties shares in Q2 2018, an estimated $3.06M.
  • Independent Order of Foresters first reported a position in Healthpeak Properties in Q2 2013 and held it in 20 quarters.
  • Independent Order of Foresters's Healthpeak Properties position peaked at $5.36M in Q2 2016.
  • 571 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2018.

Based on Independent Order of Foresters's 13F filing for Q2 2018, filed 31 Jul 2018.