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Montecito Bank & Trust’s Healthpeak Properties DOC Stock Holding History

Montecito Bank & 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
2019
Q4 		– Sell
-65,305
Closed -$2.33M – 222
2019
Q3 		$2.33M Buy
65,305
+6,980
+12% +$236K 0.69% 34
2019
Q2 		$1.86M Buy
+58,325
New +$1.81M 0.56% 43

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 $3.37T 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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Montecito Bank & Trust's DOC Position: Q4 2019 in Review

Montecito Bank & Trust sold out of Healthpeak Properties (DOC) in Q4 2019, closing a stake of 65,305 shares — an estimated $2.33M sold.

Montecito Bank & Trust first reported a position in DOC in Q2 2019 and held it in 2 quarters. The position peaked at $2.33M in Q3 2019. 611 funds tracked by Wall St. Rank hold DOC as of Q4 2019.

  • Montecito Bank & Trust reported no remaining Healthpeak Properties position as of Q4 2019 after selling out during the quarter.
  • Montecito Bank & Trust sold 65,305 Healthpeak Properties shares in Q4 2019, an estimated $2.33M.
  • Montecito Bank & Trust first reported a position in Healthpeak Properties in Q2 2019 and held it in 2 quarters.
  • Montecito Bank & Trust's Healthpeak Properties position peaked at $2.33M in Q3 2019.
  • 611 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2019.

Based on Montecito Bank & Trust's 13F filing for Q4 2019, filed 22 Jan 2020.