KFS
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KMS Financial Services’s Healthpeak Properties DOC Stock Holding History

KMS Financial Services’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
2014
Q3 		$539K Buy
14,910
+23
+0.2% +$872 0.08% 241
2014
Q2 		$561K Buy
14,887
+6,338
+74% +$239K 0.08% 242
2014
Q1 		$302K Buy
8,549
+37
+0.4% +$1.28K 0.05% 368
2013
Q4 		$282K Buy
8,512
+1,682
+25% +$60K 0.05% 386
2013
Q3 		$255K Sell
6,830
-987
-13% -$38.5K 0.06% 332
2013
Q2 		$324K Buy
+7,817
New +$357K 0.09% 253

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KMS Financial Services's DOC Position: Q3 2014 in Review

KMS Financial Services increased its Healthpeak Properties (DOC) stake by 0.15% in Q3 2014, buying an estimated $872 and bringing the position to 14,910 shares worth $539K. The position accounts for 0.08% of the portfolio, ranked #241.

KMS Financial Services first reported a position in DOC in Q2 2013 and has held it in 6 quarters since. The position peaked at $561K in Q2 2014. 606 funds tracked by Wall St. Rank hold DOC as of Q3 2014.

  • KMS Financial Services held 14,910 shares of Healthpeak Properties worth $539K as of Q3 2014.
  • KMS Financial Services bought 23 Healthpeak Properties shares in Q3 2014, an estimated $872.
  • Healthpeak Properties made up 0.08% of KMS Financial Services's portfolio in Q3 2014, its #241 holding.
  • KMS Financial Services first reported a position in Healthpeak Properties in Q2 2013 and has held it in 6 quarters since.
  • KMS Financial Services's Healthpeak Properties position peaked at $561K in Q2 2014.
  • 606 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.