RW
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Rand Wealth’s Healthpeak Properties DOC Stock Holding History

Rand Wealth’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
Q4 		– Sell
-28,292
Closed -$787K – 227
2017
Q3 		$787K Hold
28,292
– – 0.09% 149
2017
Q2 		$904K Sell
28,292
-1,400
-5% -$44.4K 0.12% 140
2017
Q1 		$929K Sell
29,692
-17,420
-37% -$535K 0.11% 149
2016
Q4 		$1.4M Sell
47,112
-5,276
-10% -$161K 0.18% 124
2016
Q3 		$1.81M Buy
52,388
+1,098
+2% +$38.4K 0.24% 106
2016
Q2 		$1.65M Sell
51,290
-3,021
-6% -$93.8K 0.22% 107
2016
Q1 		$1.61M Sell
54,311
-65,498
-55% -$1.96M 0.22% 117
2015
Q4 		$4.17M Buy
119,809
+2,592
+2% +$86.7K 0.59% 53
2015
Q3 		$3.98M Buy
117,217
+4,762
+4% +$165K 0.58% 58
2015
Q2 		$3.73M Buy
112,455
+9,632
+9% +$351K 0.5% 57
2015
Q1 		$4.05M Buy
102,823
+9,730
+10% +$391K 0.54% 50
2014
Q4 		$4.08M Buy
93,093
+57,913
+165% +$2.3M 0.56% 52
2014
Q3 		$1.27M Buy
35,180
+25,652
+269% +$973K 0.18% 108
2014
Q2 		$359K Hold
9,528
– – 0.05% 162
2014
Q1 		$337K Hold
9,528
– – 0.06% 160
2013
Q4 		$315K Sell
9,528
-659
-6% -$23.5K 0.06% 163
2013
Q3 		$380K Sell
10,187
-1,658
-14% -$64.6K 0.08% 153
2013
Q2 		$490K Buy
+11,845
New +$540K 0.11% 133

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Rand Wealth's DOC Position: Q4 2017 in Review

Rand Wealth sold out of Healthpeak Properties (DOC) in Q4 2017, closing a stake of 28,292 shares — an estimated $787K sold.

Rand Wealth first reported a position in DOC in Q2 2013 and held it in 18 quarters. The position peaked at $4.17M in Q4 2015. 581 funds tracked by Wall St. Rank hold DOC as of Q4 2017.

  • Rand Wealth reported no remaining Healthpeak Properties position as of Q4 2017 after selling out during the quarter.
  • Rand Wealth sold 28,292 Healthpeak Properties shares in Q4 2017, an estimated $787K.
  • Rand Wealth first reported a position in Healthpeak Properties in Q2 2013 and held it in 18 quarters.
  • Rand Wealth's Healthpeak Properties position peaked at $4.17M in Q4 2015.
  • 581 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2017.

Based on Rand Wealth's 13F filing for Q4 2017, filed 5 Feb 2018.