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Menlo Advisors’s Healthpeak Properties DOC Stock Holding History

Menlo Advisors’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
Q2 		– Sell
-67,449
Closed -$2M – 44
2016
Q1 		$2M Sell
67,449
-2,119
-3% -$63.6K 1.84% 23
2015
Q4 		$2.42M Sell
69,568
-6,775
-9% -$227K 2.13% 21
2015
Q3 		$2.59M Sell
76,343
-1,147
-1% -$39.7K 2.03% 23
2015
Q2 		$2.57M Sell
77,490
-3,053
-4% -$111K 1.8% 25
2015
Q1 		$3.17M Buy
80,543
+1,061
+1% +$42.6K 2.26% 20
2014
Q4 		$3.19M Buy
79,482
+1,733
+2% +$68.8K 2.27% 20
2014
Q3 		$2.81M Sell
77,749
-1,312
-2% -$49.8K 2.04% 21
2014
Q2 		$2.98M Hold
79,061
– – 2.14% 21
2014
Q1 		$2.79M Sell
79,061
-429
-0.5% -$14.8K 2.1% 21
2013
Q4 		$2.63M Buy
79,490
+648
+0.8% +$23.1K 1.96% 24
2013
Q3 		$2.94M Sell
78,842
-88
-0.1% -$3.43K 2.29% 21
2013
Q2 		$3.27M Buy
+78,930
New +$3.6M 2.75% 18

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

Menlo Advisors's DOC Position: Q2 2016 in Review

Menlo Advisors sold out of Healthpeak Properties (DOC) in Q2 2016, closing a stake of 67,449 shares — an estimated $2M sold.

Menlo Advisors first reported a position in DOC in Q2 2013 and held it in 12 quarters. The position peaked at $3.27M in Q2 2013. 609 funds tracked by Wall St. Rank hold DOC as of Q2 2016.

  • Menlo Advisors reported no remaining Healthpeak Properties position as of Q2 2016 after selling out during the quarter.
  • Menlo Advisors sold 67,449 Healthpeak Properties shares in Q2 2016, an estimated $2M.
  • Menlo Advisors first reported a position in Healthpeak Properties in Q2 2013 and held it in 12 quarters.
  • Menlo Advisors's Healthpeak Properties position peaked at $3.27M in Q2 2013.
  • 609 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2016.

Based on Menlo Advisors's 13F filing for Q2 2016, filed 12 Jul 2016.