OCG
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Opus Capital Group’s Healthpeak Properties DOC Stock Holding History

Opus Capital Group’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
2014
Q4 		– Sell
-11,123
Closed -$402K – 228
2014
Q3 		$402K Buy
11,123
+330
+3% +$12.5K 0.06% 183
2014
Q2 		$407K Sell
10,793
-6,731
-38% -$253K 0.03% 171
2014
Q1 		$619K Buy
17,524
+571
+3% +$19.7K 0.04% 134
2013
Q4 		$561K Buy
+16,953
New +$605K 0.03% 128
2013
Q3 		– Sell
-16,481
Closed -$682K – 137
2013
Q2 		$682K Buy
+16,481
New +$752K 0.04% 100

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Opus Capital Group's DOC Position: Q4 2014 in Review

Opus Capital Group sold out of Healthpeak Properties (DOC) in Q4 2014, closing a stake of 11,123 shares — an estimated $402K sold.

Opus Capital Group first reported a position in DOC in Q2 2013 and held it in 5 quarters. The position peaked at $682K in Q2 2013. 667 funds tracked by Wall St. Rank hold DOC as of Q4 2014.

  • Opus Capital Group reported no remaining Healthpeak Properties position as of Q4 2014 after selling out during the quarter.
  • Opus Capital Group sold 11,123 Healthpeak Properties shares in Q4 2014, an estimated $402K.
  • Opus Capital Group first reported a position in Healthpeak Properties in Q2 2013 and held it in 5 quarters.
  • Opus Capital Group's Healthpeak Properties position peaked at $682K in Q2 2013.
  • 667 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2014.

Based on Opus Capital Group's 13F filing for Q4 2014, filed 5 Feb 2015.