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Naples Global Advisors’s Healthpeak Properties DOC Stock Holding History

Naples Global 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
Q4 		– Sell
-7,803
Closed -$270K – 255
2016
Q3 		$270K Hold
7,803
– – 0.11% 225
2016
Q2 		$251K Sell
7,803
-791
-9% -$24.6K 0.1% 227
2016
Q1 		$255K Sell
8,594
-659
-7% -$19.8K 0.11% 226
2015
Q4 		$322K Hold
9,253
– – 0.16% 186
2015
Q3 		$314K Sell
9,253
-329
-3% -$11.4K 0.16% 184
2015
Q2 		$318K Buy
9,582
+1,428
+18% +$52K 0.15% 188
2015
Q1 		$321K Buy
8,154
+1,153
+16% +$46.3K 0.15% 195
2014
Q4 		$281K Buy
7,001
+877
+14% +$34.8K 0.15% 192
2014
Q3 		$221K Hold
6,124
– – 0.13% 207
2014
Q2 		$231K Buy
+6,124
New +$231K 0.14% 213

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Naples Global Advisors's DOC Position: Q4 2016 in Review

Naples Global Advisors sold out of Healthpeak Properties (DOC) in Q4 2016, closing a stake of 7,803 shares — an estimated $270K sold.

Naples Global Advisors first reported a position in DOC in Q2 2014 and held it in 10 quarters. The position peaked at $322K in Q4 2015. 598 funds tracked by Wall St. Rank hold DOC as of Q4 2016.

  • Naples Global Advisors reported no remaining Healthpeak Properties position as of Q4 2016 after selling out during the quarter.
  • Naples Global Advisors sold 7,803 Healthpeak Properties shares in Q4 2016, an estimated $270K.
  • Naples Global Advisors first reported a position in Healthpeak Properties in Q2 2014 and held it in 10 quarters.
  • Naples Global Advisors's Healthpeak Properties position peaked at $322K in Q4 2015.
  • 598 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2016.

Based on Naples Global Advisors's 13F filing for Q4 2016, filed 30 Jan 2017.