KLI
DOC icon

Kelman-Lazarov Inc’s Healthpeak Properties DOC Stock Holding History

Kelman-Lazarov Inc’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
Q1 		– Sell
-4,352
Closed -$129K – 139
2016
Q4 		$129K Sell
4,352
-262
-6% -$7.99K 0.07% 128
2016
Q3 		$155K Sell
4,614
-384
-8% -$13.4K 0.09% 117
2016
Q2 		$161K Buy
+4,998
New +$155K 0.09% 115

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Kelman-Lazarov Inc's DOC Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of Healthpeak Properties (DOC) in Q1 2017, closing a stake of 4,352 shares — an estimated $129K sold.

Kelman-Lazarov Inc first reported a position in DOC in Q2 2016 and held it in 3 quarters. The position peaked at $161K in Q2 2016. 594 funds tracked by Wall St. Rank hold DOC as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining Healthpeak Properties position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 4,352 Healthpeak Properties shares in Q1 2017, an estimated $129K.
  • Kelman-Lazarov Inc first reported a position in Healthpeak Properties in Q2 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's Healthpeak Properties position peaked at $161K in Q2 2016.
  • 594 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.