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Morningstar Investment Services’s Healthpeak Properties DOC Stock Holding History

Morningstar Investment Services’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
2017
Q1 		– Sell
-14,302
Closed -$425K – 190
2016
Q4 		$425K Sell
14,302
-11,642
-45% -$355K 0.01% 152
2016
Q3 		$897K Sell
25,944
-565,599
-96% -$19.8M 0.03% 169
2016
Q2 		$19M Buy
591,543
+19,728
+3% +$613K 0.6% 58
2016
Q1 		$17M Buy
571,815
+20,428
+4% +$613K 0.58% 57
2015
Q4 		$19.2M Buy
551,387
+20,271
+4% +$678K 0.76% 40
2015
Q3 		$18M Buy
531,116
+19,731
+4% +$682K 0.77% 40
2015
Q2 		$17M Buy
511,385
+47,826
+10% +$1.74M 0.72% 41
2015
Q1 		$18.2M Buy
463,559
+49,255
+12% +$1.98M 0.8% 39
2014
Q4 		$16.6M Buy
414,304
+51,426
+14% +$2.04M 0.78% 43
2014
Q3 		$13.1M Buy
362,878
+25,733
+8% +$976K 0.68% 46
2014
Q2 		$12.7M Buy
337,145
+47,595
+16% +$1.79M 0.74% 41
2014
Q1 		$10.2M Buy
289,550
+81,515
+39% +$2.81M 0.7% 44
2013
Q4 		$6.88M Buy
208,035
+149,943
+258% +$5.35M 0.52% 54
2013
Q3 		$2.21M Buy
58,092
+48,586
+511% +$1.89M 0.19% 102
2013
Q2 		$393K Buy
+9,506
New +$434K 0.04% 166

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Morningstar Investment Services's DOC Position: Q1 2017 in Review

Morningstar Investment Services sold out of Healthpeak Properties (DOC) in Q1 2017, closing a stake of 14,302 shares — an estimated $425K sold.

Morningstar Investment Services first reported a position in DOC in Q2 2013 and held it in 15 quarters. The position peaked at $19.2M in Q4 2015. 594 funds tracked by Wall St. Rank hold DOC as of Q1 2017.

  • Morningstar Investment Services reported no remaining Healthpeak Properties position as of Q1 2017 after selling out during the quarter.
  • Morningstar Investment Services sold 14,302 Healthpeak Properties shares in Q1 2017, an estimated $425K.
  • Morningstar Investment Services first reported a position in Healthpeak Properties in Q2 2013 and held it in 15 quarters.
  • Morningstar Investment Services's Healthpeak Properties position peaked at $19.2M in Q4 2015.
  • 594 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2017.

Based on Morningstar Investment Services's 13F filing for Q1 2017, filed 4 May 2017.