PAM
DOC icon

Peninsula Asset Management’s Healthpeak Properties DOC Stock Holding History

Peninsula Asset 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
Q1 		– Sell
-23,768
Closed -$707K – 45
2016
Q4 		$707K Sell
23,768
-18,341
-44% -$559K 0.57% 39
2016
Q3 		$1.46M Buy
42,109
+2,479
+6% +$86.7K 1.12% 38
2016
Q2 		$1.28M Buy
39,630
+269
+0.7% +$8.35K 1.05% 38
2016
Q1 		$1.17M Sell
39,361
-340
-0.9% -$10.2K 0.99% 38
2015
Q4 		$1.38M Sell
39,701
-5,044
-11% -$169K 1.21% 36
2015
Q3 		$1.52M Buy
44,745
+673
+2% +$23.3K 1.26% 36
2015
Q2 		$1.46M Sell
44,072
-27
-0.1% -$983 1.2% 39
2015
Q1 		$1.62M Sell
44,099
-176
-0.4% -$7.07K 1.3% 38
2014
Q4 		$1.77M Buy
44,275
+61
+0.1% +$2.42K 1.45% 36
2014
Q3 		$1.6M Buy
44,214
+752
+2% +$28.5K 1.34% 39
2014
Q2 		$1.64M Buy
43,462
+1,753
+4% +$66K 1.35% 39
2014
Q1 		$1.47M Sell
41,709
-735
-2% -$25.4K 1.2% 41
2013
Q4 		$1.4M Buy
42,444
+695
+2% +$24.8K 1.13% 41
2013
Q3 		$1.56M Sell
41,749
-269
-0.6% -$10.5K 1.4% 38
2013
Q2 		$1.74M Buy
+42,018
New +$1.92M 1.63% 37

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

Peninsula Asset Management's DOC Position: Q1 2017 in Review

Peninsula Asset Management sold out of Healthpeak Properties (DOC) in Q1 2017, closing a stake of 23,768 shares — an estimated $707K sold.

Peninsula Asset Management first reported a position in DOC in Q2 2013 and held it in 15 quarters. The position peaked at $1.77M in Q4 2014. 594 funds tracked by Wall St. Rank hold DOC as of Q1 2017.

  • Peninsula Asset Management reported no remaining Healthpeak Properties position as of Q1 2017 after selling out during the quarter.
  • Peninsula Asset Management sold 23,768 Healthpeak Properties shares in Q1 2017, an estimated $707K.
  • Peninsula Asset Management first reported a position in Healthpeak Properties in Q2 2013 and held it in 15 quarters.
  • Peninsula Asset Management's Healthpeak Properties position peaked at $1.77M in Q4 2014.
  • 594 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2017.

Based on Peninsula Asset Management's 13F filing for Q1 2017, filed 12 May 2017.