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Princeton Portfolio Strategies Group’s Healthpeak Properties DOC Stock Holding History

Princeton Portfolio Strategies 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
2017
Q3 		– Sell
-6,550
Closed -$209K – 175
2017
Q2 		$209K Buy
+6,550
New +$208K 0.06% 157
2016
Q4 		– Sell
-6,314
Closed -$218K – 156
2016
Q3 		$218K Sell
6,314
-219
-3% -$7.66K 0.07% 140
2016
Q2 		$211K Buy
+6,533
New +$203K 0.07% 135
2015
Q3 		– Sell
-7,741
Closed -$257K – 133
2015
Q2 		$257K Sell
7,741
-35,534
-82% -$1.29M 0.09% 125
2015
Q1 		$1.7M Sell
43,275
-2,114
-5% -$84.9K 0.66% 56
2014
Q4 		$1.82M Sell
45,389
-13
-0% -$516 0.72% 54
2014
Q3 		$1.64M Sell
45,402
-3,898
-8% -$148K 0.69% 58
2014
Q2 		$1.86M Buy
49,300
+25,803
+110% +$971K 0.8% 51
2014
Q1 		$830K Buy
23,497
+1,098
+5% +$37.9K 0.55% 64
2013
Q4 		$741K Buy
22,399
+7,356
+49% +$262K 0.5% 72
2013
Q3 		$561K Buy
15,043
+4,283
+40% +$167K 0.41% 76
2013
Q2 		$445K Buy
+10,760
New +$491K 0.36% 77

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Princeton Portfolio Strategies Group's DOC Position: Q3 2017 in Review

Princeton Portfolio Strategies Group sold out of Healthpeak Properties (DOC) in Q3 2017, closing a stake of 6,550 shares — an estimated $209K sold.

Princeton Portfolio Strategies Group first reported a position in DOC in Q2 2013 and held it in 12 quarters. The position peaked at $1.86M in Q2 2014. 573 funds tracked by Wall St. Rank hold DOC as of Q3 2017.

  • Princeton Portfolio Strategies Group reported no remaining Healthpeak Properties position as of Q3 2017 after selling out during the quarter.
  • Princeton Portfolio Strategies Group sold 6,550 Healthpeak Properties shares in Q3 2017, an estimated $209K.
  • Princeton Portfolio Strategies Group first reported a position in Healthpeak Properties in Q2 2013 and held it in 12 quarters.
  • Princeton Portfolio Strategies Group's Healthpeak Properties position peaked at $1.86M in Q2 2014.
  • 573 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2017.

Based on Princeton Portfolio Strategies Group's 13F filing for Q3 2017, filed 14 Nov 2017.