OCM
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Orleans Capital Management’s Healthpeak Properties DOC Stock Holding History

Orleans Capital Management’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
Q3 		– Sell
-64,309
Closed -$2.06M – 80
2017
Q2 		$2.06M Buy
64,309
+900
+1% +$28.5K 1.46% 31
2017
Q1 		$1.98M Buy
63,409
+2,200
+4% +$67.6K 1.38% 33
2016
Q4 		$1.82M Sell
61,209
-14,728
-19% -$449K 1.3% 35
2016
Q3 		$2.63M Buy
75,937
+440
+0.6% +$15.4K 1.82% 24
2016
Q2 		$2.43M Sell
75,497
-141
-0.2% -$4.38K 1.7% 25
2016
Q1 		$2.24M Sell
75,638
-770
-1% -$23.1K 1.69% 24
2015
Q4 		$2.66M Sell
76,408
-780
-1% -$26.1K 2.05% 13
2015
Q3 		$2.62M Sell
77,188
-1,137
-1% -$39.3K 2.08% 14
2015
Q2 		$2.6M Sell
78,325
-1,057
-1% -$38.5K 1.84% 19
2015
Q1 		$3.12M Sell
79,382
-6,830
-8% -$274K 2.03% 15
2014
Q4 		$3.46M Sell
86,212
-21,105
-20% -$837K 2.11% 14
2014
Q3 		$3.88M Buy
107,317
+25,777
+32% +$977K 1.91% 12
2014
Q2 		$3.07M Buy
81,540
+3,239
+4% +$122K 1.44% 27
2014
Q1 		$2.77M Buy
78,301
+1,381
+2% +$47.7K 1.41% 29
2013
Q4 		$2.54M Sell
76,920
-21,342
-22% -$761K 1.32% 33
2013
Q3 		$3.67M Buy
98,262
+7,719
+9% +$301K 1.99% 10
2013
Q2 		$3.75M Buy
+90,543
New +$4.13M 2.11% 8

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
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 $51.1B AUM 35.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Orleans Capital Management's DOC Position: Q3 2017 in Review

Orleans Capital Management sold out of Healthpeak Properties (DOC) in Q3 2017, closing a stake of 64,309 shares — an estimated $2.06M sold.

Orleans Capital Management first reported a position in DOC in Q2 2013 and held it in 17 quarters. The position peaked at $3.88M in Q3 2014. 573 funds tracked by Wall St. Rank hold DOC as of Q3 2017.

  • Orleans Capital Management reported no remaining Healthpeak Properties position as of Q3 2017 after selling out during the quarter.
  • Orleans Capital Management sold 64,309 Healthpeak Properties shares in Q3 2017, an estimated $2.06M.
  • Orleans Capital Management first reported a position in Healthpeak Properties in Q2 2013 and held it in 17 quarters.
  • Orleans Capital Management's Healthpeak Properties position peaked at $3.88M in Q3 2014.
  • 573 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2017.

Based on Orleans Capital Management's 13F filing for Q3 2017, filed 20 Nov 2017.