IF
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Ironwood Financial’s Healthpeak Properties DOC Stock Holding History

Ironwood Financial’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
Q4 		– Sell
-320
Closed -$9K – 261
2017
Q3 		$9K Hold
320
– – 0.01% 182
2017
Q2 		$10K Hold
320
– – 0.01% 171
2017
Q1 		$10K Hold
320
– – 0.01% 167
2016
Q4 		$10K Sell
320
-31
-9% -$945 0.01% 165
2016
Q3 		$12K Hold
351
– – 0.01% 159
2016
Q2 		$11K Sell
351
-225
-39% -$6.99K 0.01% 162
2016
Q1 		$17K Buy
+576
New +$17.3K 0.01% 142
2015
Q3 		$20K Hold
576
– – 0.01% 171
2015
Q2 		$19K Buy
576
+225
+64% +$8.19K 0.01% 165
2015
Q1 		$14K Hold
351
– – 0.01% 189
2014
Q4 		$14K Buy
+351
New +$13.9K 0.01% 160

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Ironwood Financial's DOC Position: Q4 2017 in Review

Ironwood Financial sold out of Healthpeak Properties (DOC) in Q4 2017, closing a stake of 320 shares — an estimated $9K sold.

Ironwood Financial first reported a position in DOC in Q4 2014 and held it in 11 quarters. The position peaked at $20K in Q3 2015. 581 funds tracked by Wall St. Rank hold DOC as of Q4 2017.

  • Ironwood Financial reported no remaining Healthpeak Properties position as of Q4 2017 after selling out during the quarter.
  • Ironwood Financial sold 320 Healthpeak Properties shares in Q4 2017, an estimated $9K.
  • Ironwood Financial first reported a position in Healthpeak Properties in Q4 2014 and held it in 11 quarters.
  • Ironwood Financial's Healthpeak Properties position peaked at $20K in Q3 2015.
  • 581 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2017.

Based on Ironwood Financial's 13F filing for Q4 2017, filed 29 Jan 2018.