MG
DOC icon

MDE Group’s Healthpeak Properties DOC Stock Holding History

MDE Group’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
Q1 		$422K Sell
10,719
-27
-0.3% -$1.08K 0.11% 35
2014
Q4 		$431K Hold
10,746
– – 0.1% 33
2014
Q3 		$389K Sell
10,746
-1,312
-11% -$49.8K 0.1% 34
2014
Q2 		$454K Sell
12,058
-577
-5% -$21.7K 0.1% 32
2014
Q1 		$446K Buy
12,635
+4,536
+56% +$157K 0.09% 34
2013
Q4 		$268K Hold
8,099
– – 0.05% 64
2013
Q3 		$302K Sell
8,099
-406
-5% -$15.8K 0.05% 56
2013
Q2 		$352K Buy
+8,505
New +$388K 0.06% 46

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

MDE Group's DOC Position: Q1 2015 in Review

MDE Group reduced its Healthpeak Properties (DOC) stake by 0.25% in Q1 2015, selling an estimated $1.08K and leaving 10,719 shares worth $422K. The position accounts for 0.11% of the portfolio, ranked #35.

MDE Group first reported a position in DOC in Q2 2013 and has held it in 8 quarters since. The position peaked at $454K in Q2 2014. 667 funds tracked by Wall St. Rank hold DOC as of Q1 2015.

  • MDE Group held 10,719 shares of Healthpeak Properties worth $422K as of Q1 2015.
  • MDE Group sold 27 Healthpeak Properties shares in Q1 2015, an estimated $1.08K.
  • Healthpeak Properties made up 0.11% of MDE Group's portfolio in Q1 2015, its #35 holding.
  • MDE Group first reported a position in Healthpeak Properties in Q2 2013 and has held it in 8 quarters since.
  • MDE Group's Healthpeak Properties position peaked at $454K in Q2 2014.
  • 667 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2015.

Based on MDE Group's 13F filing for Q1 2015, filed 22 Apr 2015.