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Rockefeller Financial Services’s Healthpeak Properties DOC Stock Holding History

Rockefeller Financial Services’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 		$28K Hold
1,070
– – ﹤0.01% 452
2017
Q3 		$30K Buy
+1,070
New +$32.2K ﹤0.01% 453
2014
Q1 		– Sell
-98
Closed -$3K – 513
2013
Q4 		$3K Buy
+98
New +$3.5K ﹤0.01% 491

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

Rockefeller Financial Services's DOC Position: Q4 2017 in Review

Rockefeller Financial Services held its Healthpeak Properties (DOC) position steady in Q4 2017 at 1,070 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Rockefeller Financial Services first reported a position in DOC in Q4 2013 and has held it in 3 quarters since. The position peaked at $30K in Q3 2017. 581 funds tracked by Wall St. Rank hold DOC as of Q4 2017.

  • Rockefeller Financial Services held 1,070 shares of Healthpeak Properties worth $28K as of Q4 2017.
  • Rockefeller Financial Services left its Healthpeak Properties share count unchanged in Q4 2017.
  • Healthpeak Properties made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #452 holding.
  • Rockefeller Financial Services first reported a position in Healthpeak Properties in Q4 2013 and has held it in 3 quarters since.
  • Rockefeller Financial Services's Healthpeak Properties position peaked at $30K in Q3 2017.
  • 581 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.