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Linscomb Wealth’s Healthpeak Properties DOC Stock Holding History

Linscomb Wealth’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
2013
Q4 		– Sell
-7,429
Closed -$277K – 235
2013
Q3 		$277K Hold
7,429
– – 0.04% 192
2013
Q2 		$307K Buy
+7,429
New +$339K 0.04% 177

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Linscomb Wealth's DOC Position: Q4 2013 in Review

Linscomb Wealth sold out of Healthpeak Properties (DOC) in Q4 2013, closing a stake of 7,429 shares — an estimated $277K sold.

Linscomb Wealth first reported a position in DOC in Q2 2013 and held it in 2 quarters. The position peaked at $307K in Q2 2013. 561 funds tracked by Wall St. Rank hold DOC as of Q4 2013.

  • Linscomb Wealth reported no remaining Healthpeak Properties position as of Q4 2013 after selling out during the quarter.
  • Linscomb Wealth sold 7,429 Healthpeak Properties shares in Q4 2013, an estimated $277K.
  • Linscomb Wealth first reported a position in Healthpeak Properties in Q2 2013 and held it in 2 quarters.
  • Linscomb Wealth's Healthpeak Properties position peaked at $307K in Q2 2013.
  • 561 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2013.

Based on Linscomb Wealth's 13F filing for Q4 2013, filed 5 Feb 2014.