MWR
DOC icon

McAdams Wright Ragen’s Healthpeak Properties DOC Stock Holding History

McAdams Wright Ragen’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 		$30.6M Sell
846,161
-76,094
-8% -$2.89M 1.71% 14
2014
Q2 		$34.8M Sell
922,255
-2,168
-0.2% -$81.6K 1.94% 10
2014
Q1 		$32.7M Buy
+924,423
New +$31.9M 2.02% 10

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

McAdams Wright Ragen's DOC Position: Q3 2014 in Review

McAdams Wright Ragen reduced its Healthpeak Properties (DOC) stake by 8.3% in Q3 2014, selling an estimated $2.89M and leaving 846,161 shares worth $30.6M. The position accounts for 1.71% of the portfolio, ranked #14.

McAdams Wright Ragen first reported a position in DOC in Q1 2014 and has held it in 3 quarters since. The position peaked at $34.8M in Q2 2014. 606 funds tracked by Wall St. Rank hold DOC as of Q3 2014.

  • McAdams Wright Ragen held 846,161 shares of Healthpeak Properties worth $30.6M as of Q3 2014.
  • McAdams Wright Ragen sold 76,094 Healthpeak Properties shares in Q3 2014, an estimated $2.89M.
  • Healthpeak Properties made up 1.71% of McAdams Wright Ragen's portfolio in Q3 2014, its #14 holding.
  • McAdams Wright Ragen first reported a position in Healthpeak Properties in Q1 2014 and has held it in 3 quarters since.
  • McAdams Wright Ragen's Healthpeak Properties position peaked at $34.8M in Q2 2014.
  • 606 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.