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Saddle Road Partners’s Healthpeak Properties DOC Stock Holding History

Saddle Road Partners’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 		$741K Sell
24,935
-2,444
-9% -$74.5K 0.38% 63
2016
Q3 		$946K Hold
27,379
– – 0.54% 40
2016
Q2 		$882K Buy
27,379
+3,549
+15% +$110K 0.53% 43
2016
Q1 		$707K Buy
23,830
+5,008
+27% +$150K 0.45% 53
2015
Q4 		$656K Buy
+18,822
New +$630K 0.45% 53

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 $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $34.8B AUM 20.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Saddle Road Partners's DOC Position: Q4 2016 in Review

Saddle Road Partners reduced its Healthpeak Properties (DOC) stake by 8.9% in Q4 2016, selling an estimated $74.5K and leaving 24,935 shares worth $741K. The position accounts for 0.38% of the portfolio, ranked #63.

Saddle Road Partners first reported a position in DOC in Q4 2015 and has held it in 5 quarters since. The position peaked at $946K in Q3 2016. 598 funds tracked by Wall St. Rank hold DOC as of Q4 2016.

  • Saddle Road Partners held 24,935 shares of Healthpeak Properties worth $741K as of Q4 2016.
  • Saddle Road Partners sold 2,444 Healthpeak Properties shares in Q4 2016, an estimated $74.5K.
  • Healthpeak Properties made up 0.38% of Saddle Road Partners's portfolio in Q4 2016, its #63 holding.
  • Saddle Road Partners first reported a position in Healthpeak Properties in Q4 2015 and has held it in 5 quarters since.
  • Saddle Road Partners's Healthpeak Properties position peaked at $946K in Q3 2016.
  • 598 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2016.

Based on Saddle Road Partners's 13F filing for Q4 2016, filed 6 Jan 2017.