KF
DOC icon

Krilogy Financial’s Healthpeak Properties DOC Stock Holding History

Krilogy 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
-105
Closed -$3K – 781
2017
Q3 		$3K Hold
105
– – ﹤0.01% 698
2017
Q2 		$3K Hold
105
– – ﹤0.01% 633
2017
Q1 		$3K Hold
105
– – ﹤0.01% 616
2016
Q4 		$3K Sell
105
-988
-90% -$30.1K ﹤0.01% 616
2016
Q3 		$38K Buy
1,093
+15
+1% +$525 0.01% 338
2016
Q2 		$35K Buy
1,078
+963
+837% +$29.9K 0.01% 358
2016
Q1 		$3K Hold
115
– – ﹤0.01% 575
2015
Q4 		$4K Hold
115
– – ﹤0.01% 329
2015
Q3 		$4K Buy
+115
New +$3.98K ﹤0.01% 482

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

Krilogy Financial's DOC Position: Q4 2017 in Review

Krilogy Financial sold out of Healthpeak Properties (DOC) in Q4 2017, closing a stake of 105 shares — an estimated $3K sold.

Krilogy Financial first reported a position in DOC in Q3 2015 and held it in 9 quarters. The position peaked at $38K in Q3 2016. 581 funds tracked by Wall St. Rank hold DOC as of Q4 2017.

  • Krilogy Financial reported no remaining Healthpeak Properties position as of Q4 2017 after selling out during the quarter.
  • Krilogy Financial sold 105 Healthpeak Properties shares in Q4 2017, an estimated $3K.
  • Krilogy Financial first reported a position in Healthpeak Properties in Q3 2015 and held it in 9 quarters.
  • Krilogy Financial's Healthpeak Properties position peaked at $38K in Q3 2016.
  • 581 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2017.

Based on Krilogy Financial's 13F filing for Q4 2017, filed 14 Feb 2018.