KT
DOC icon

Kanaly Trust’s Healthpeak Properties DOC Stock Holding History

Kanaly Trust’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
2016
Q2 		– Sell
-9
Closed – – 913
2016
Q1 		$0 Sell
9
-28,506
-100% -$855K ﹤0.01% 885
2015
Q4 		$993K Sell
28,515
-802
-3% -$26.8K 0.2% 61
2015
Q3 		$995K Buy
29,317
+90
+0.3% +$3.11K 0.22% 58
2015
Q2 		$971K Buy
29,227
+137
+0.5% +$4.99K 0.19% 64
2015
Q1 		$1.15M Buy
29,090
+303
+1% +$12.2K 0.22% 61
2014
Q4 		$1.15M Buy
28,787
+605
+2% +$24K 0.23% 58
2014
Q3 		$1.02M Buy
28,182
+467
+2% +$17.7K 0.2% 59
2014
Q2 		$1.04M Buy
27,715
+740
+3% +$27.9K 0.19% 62
2014
Q1 		$953K Buy
26,975
+14,341
+114% +$495K 0.19% 71
2013
Q4 		$418K Buy
+12,634
New +$451K 0.08% 134

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kanaly Trust's DOC Position: Q2 2016 in Review

Kanaly Trust sold out of Healthpeak Properties (DOC) in Q2 2016, closing a stake of 9 shares.

Kanaly Trust first reported a position in DOC in Q4 2013 and held it in 10 quarters. The position peaked at $1.15M in Q4 2014. 609 funds tracked by Wall St. Rank hold DOC as of Q2 2016.

  • Kanaly Trust reported no remaining Healthpeak Properties position as of Q2 2016 after selling out during the quarter.
  • Kanaly Trust sold 9 Healthpeak Properties shares in Q2 2016.
  • Kanaly Trust first reported a position in Healthpeak Properties in Q4 2013 and held it in 10 quarters.
  • Kanaly Trust's Healthpeak Properties position peaked at $1.15M in Q4 2014.
  • 609 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2016.

Based on Kanaly Trust's 13F filing for Q2 2016, filed 21 Jul 2016.