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Lederer & Associates Investment Counsel’s Healthpeak Properties DOC Stock Holding History

Lederer & Associates Investment Counsel’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
2015
Q3 		$218K Hold
6,423
– – 0.24% 66
2015
Q2 		$213K Hold
6,423
– – 0.22% 65
2015
Q1 		$253K Buy
6,423
+631
+11% +$25.3K 0.25% 67
2014
Q4 		$232K Buy
+5,792
New +$230K 0.23% 68

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 $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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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 $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lederer & Associates Investment Counsel's DOC Position: Q3 2015 in Review

Lederer & Associates Investment Counsel held its Healthpeak Properties (DOC) position steady in Q3 2015 at 6,423 shares worth $218K. The position accounts for 0.24% of the portfolio, ranked #66.

Lederer & Associates Investment Counsel first reported a position in DOC in Q4 2014 and has held it in 4 quarters since. The position peaked at $253K in Q1 2015. 629 funds tracked by Wall St. Rank hold DOC as of Q3 2015.

  • Lederer & Associates Investment Counsel held 6,423 shares of Healthpeak Properties worth $218K as of Q3 2015.
  • Lederer & Associates Investment Counsel left its Healthpeak Properties share count unchanged in Q3 2015.
  • Healthpeak Properties made up 0.24% of Lederer & Associates Investment Counsel's portfolio in Q3 2015, its #66 holding.
  • Lederer & Associates Investment Counsel first reported a position in Healthpeak Properties in Q4 2014 and has held it in 4 quarters since.
  • Lederer & Associates Investment Counsel's Healthpeak Properties position peaked at $253K in Q1 2015.
  • 629 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2015.

Based on Lederer & Associates Investment Counsel's 13F filing for Q3 2015, filed 16 Oct 2015.