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Pinnacle Associates’s Healthpeak Properties DOC Stock Holding History

Pinnacle Associates’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
-39,609
Closed -$1.37M – 637
2016
Q3 		$1.37M Sell
39,609
-1,765
-4% -$61.7K 0.03% 340
2016
Q2 		$1.33M Sell
41,374
-2,296
-5% -$71.3K 0.03% 337
2016
Q1 		$1.3M Buy
43,670
+104
+0.2% +$3.12K 0.03% 332
2015
Q4 		$1.52M Sell
43,566
-18,033
-29% -$603K 0.03% 305
2015
Q3 		$2.09M Sell
61,599
-315
-0.5% -$10.9K 0.05% 277
2015
Q2 		$2.06M Buy
61,914
+648
+1% +$23.6K 0.04% 286
2015
Q1 		$2.41M Buy
+61,266
New +$2.46M 0.05% 265

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

Pinnacle Associates's DOC Position: Q4 2016 in Review

Pinnacle Associates sold out of Healthpeak Properties (DOC) in Q4 2016, closing a stake of 39,609 shares — an estimated $1.37M sold.

Pinnacle Associates first reported a position in DOC in Q1 2015 and held it in 7 quarters. The position peaked at $2.41M in Q1 2015. 598 funds tracked by Wall St. Rank hold DOC as of Q4 2016.

  • Pinnacle Associates reported no remaining Healthpeak Properties position as of Q4 2016 after selling out during the quarter.
  • Pinnacle Associates sold 39,609 Healthpeak Properties shares in Q4 2016, an estimated $1.37M.
  • Pinnacle Associates first reported a position in Healthpeak Properties in Q1 2015 and held it in 7 quarters.
  • Pinnacle Associates's Healthpeak Properties position peaked at $2.41M in Q1 2015.
  • 598 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2016.

Based on Pinnacle Associates's 13F filing for Q4 2016, filed 10 Feb 2017.