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Lourd Capital’s Healthpeak Properties DOC Stock Holding History

Lourd Capital’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
2019
Q1 		– Sell
-9,027
Closed -$252K – 172
2018
Q4 		$252K Buy
9,027
+1,006
+13% +$27.8K 0.02% 224
2018
Q3 		$211K Buy
+8,021
New +$211K 0.01% 299
2018
Q1 		– Sell
-9,926
Closed -$259K – 174
2017
Q4 		$259K Buy
+9,926
New +$263K 0.02% 269

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lourd Capital's DOC Position: Q1 2019 in Review

Lourd Capital sold out of Healthpeak Properties (DOC) in Q1 2019, closing a stake of 9,027 shares — an estimated $252K sold.

Lourd Capital first reported a position in DOC in Q4 2017 and held it in 3 quarters. The position peaked at $259K in Q4 2017. 629 funds tracked by Wall St. Rank hold DOC as of Q1 2019.

  • Lourd Capital reported no remaining Healthpeak Properties position as of Q1 2019 after selling out during the quarter.
  • Lourd Capital sold 9,027 Healthpeak Properties shares in Q1 2019, an estimated $252K.
  • Lourd Capital first reported a position in Healthpeak Properties in Q4 2017 and held it in 3 quarters.
  • Lourd Capital's Healthpeak Properties position peaked at $259K in Q4 2017.
  • 629 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.