KFA
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Kelleher Financial Advisors’s Healthpeak Properties DOC Stock Holding History

Kelleher Financial Advisors’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
-340
Closed -$10K – 151
2016
Q1 		$10K Buy
+340
New +$10.2K 0.01% 198

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 $3.38T AUM 44.17% 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

Kelleher Financial Advisors's DOC Position: Q2 2016 in Review

Kelleher Financial Advisors sold out of Healthpeak Properties (DOC) in Q2 2016, closing a stake of 340 shares — an estimated $10K sold.

Kelleher Financial Advisors first reported a position in DOC in Q1 2016 and held it in 1 quarter. The position peaked at $10K in Q1 2016. 609 funds tracked by Wall St. Rank hold DOC as of Q2 2016.

  • Kelleher Financial Advisors reported no remaining Healthpeak Properties position as of Q2 2016 after selling out during the quarter.
  • Kelleher Financial Advisors sold 340 Healthpeak Properties shares in Q2 2016, an estimated $10K.
  • Kelleher Financial Advisors first reported a position in Healthpeak Properties in Q1 2016 and held it in 1 quarter.
  • Kelleher Financial Advisors's Healthpeak Properties position peaked at $10K in Q1 2016.
  • 609 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2016.

Based on Kelleher Financial Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.