Members Trust
DOC icon

Members Trust’s Healthpeak Properties DOC Stock Holding History

Members Trust’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
2016
Q3 		$223K Buy
6,450
+75
+1% +$2.62K 0.01% 81
2016
Q2 		$205K Buy
+6,375
New +$198K 0.01% 86

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Members Trust's DOC Position: Q3 2016 in Review

Members Trust increased its Healthpeak Properties (DOC) stake by 1.2% in Q3 2016, buying an estimated $2.62K and bringing the position to 6,450 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #81.

Members Trust first reported a position in DOC in Q2 2016 and has held it in 2 quarters since. 608 funds tracked by Wall St. Rank hold DOC as of Q3 2016.

  • Members Trust held 6,450 shares of Healthpeak Properties worth $223K as of Q3 2016.
  • Members Trust bought 75 Healthpeak Properties shares in Q3 2016, an estimated $2.62K.
  • Healthpeak Properties made up 0.01% of Members Trust's portfolio in Q3 2016, its #81 holding.
  • Members Trust first reported a position in Healthpeak Properties in Q2 2016 and has held it in 2 quarters since.
  • 608 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2016.

Based on Members Trust's 13F filing for Q3 2016, filed 18 Nov 2016.