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Rodgers Brothers’s Healthpeak Properties DOC Stock Holding History

Rodgers Brothers’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
-7,814
Closed -$270K – 171
2016
Q3 		$270K Sell
7,814
-204
-3% -$7.14K 0.11% 145
2016
Q2 		$258K Buy
+8,018
New +$249K 0.11% 144
2016
Q1 		– Sell
-6,576
Closed -$229K – 173
2015
Q4 		$229K Buy
6,576
+7
+0.1% +$234 0.11% 147
2015
Q3 		$223K Buy
6,569
+5
+0.1% +$173 0.11% 143
2015
Q2 		$218K Buy
+6,564
New +$239K 0.1% 147
2013
Q4 		– Sell
-5,796
Closed -$216K – 165
2013
Q3 		$216K Buy
+5,796
New +$226K 0.12% 139

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

Rodgers Brothers's DOC Position: Q4 2016 in Review

Rodgers Brothers sold out of Healthpeak Properties (DOC) in Q4 2016, closing a stake of 7,814 shares — an estimated $270K sold.

Rodgers Brothers first reported a position in DOC in Q3 2013 and held it in 6 quarters. The position peaked at $270K in Q3 2016. 598 funds tracked by Wall St. Rank hold DOC as of Q4 2016.

  • Rodgers Brothers reported no remaining Healthpeak Properties position as of Q4 2016 after selling out during the quarter.
  • Rodgers Brothers sold 7,814 Healthpeak Properties shares in Q4 2016, an estimated $270K.
  • Rodgers Brothers first reported a position in Healthpeak Properties in Q3 2013 and held it in 6 quarters.
  • Rodgers Brothers's Healthpeak Properties position peaked at $270K in Q3 2016.
  • 598 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2016.

Based on Rodgers Brothers's 13F filing for Q4 2016, filed 14 Feb 2017.