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PPSG
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
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Cohen & Steers
New York
$57.6B AUM
8.03%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Daiwa Securities Group
Tokyo, Japan
$34.6B AUM
20.7%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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