PJSIMP
DOC icon

P.J. Schmidt Investment Management (PJS)’s Healthpeak Properties DOC Stock Holding History

P.J. Schmidt Investment Management (PJS)’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
2015
Q3 		– Sell
-10,815
Closed -$359K – 144
2015
Q2 		$359K Sell
10,815
-41,768
-79% -$1.52M 0.14% 119
2015
Q1 		$2.07M Buy
52,583
+1,691
+3% +$67.9K 0.81% 39
2014
Q4 		$2.04M Buy
50,892
+22,053
+76% +$875K 0.81% 41
2014
Q3 		$1.04M Sell
28,839
-554
-2% -$21K 0.43% 63
2014
Q2 		$1.11M Buy
29,393
+949
+3% +$35.7K 0.43% 60
2014
Q1 		$1M Sell
28,444
-1,306
-4% -$45.1K 0.4% 66
2013
Q4 		$984K Sell
29,750
-3,574
-11% -$127K 0.42% 62
2013
Q3 		$1.24M Buy
33,324
+2,772
+9% +$108K 0.57% 55
2013
Q2 		$1.26M Buy
+30,552
New +$1.39M 0.61% 54

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 $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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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 $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return