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Schnieders Capital Management’s Healthpeak Properties DOC Stock Holding History

Schnieders Capital Management’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
-11,625
Closed -$324K – 158
2017
Q3 		$324K Sell
11,625
-1,800
-13% -$54.1K 0.14% 118
2017
Q2 		$429K Sell
13,425
-5,800
-30% -$184K 0.2% 99
2017
Q1 		$601K Sell
19,225
-1,650
-8% -$50.7K 0.29% 86
2016
Q4 		$620K Sell
20,875
-2,540
-11% -$77.4K 0.32% 85
2016
Q3 		$809K Buy
23,415
+549
+2% +$19.2K 0.45% 74
2016
Q2 		$737K Sell
22,866
-961
-4% -$29.8K 0.41% 76
2016
Q1 		$707K Buy
23,827
+1,592
+7% +$47.8K 0.42% 71
2015
Q4 		$774K Buy
22,235
+8,675
+64% +$290K 0.48% 65
2015
Q3 		$460K Buy
13,560
+2,360
+21% +$81.6K 0.32% 78
2015
Q2 		$372K Buy
11,200
+2,169
+24% +$79K 0.22% 90
2015
Q1 		$355K Buy
+9,031
New +$363K 0.22% 99

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $63.2B AUM 17.15% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Schnieders Capital Management's DOC Position: Q4 2017 in Review

Schnieders Capital Management sold out of Healthpeak Properties (DOC) in Q4 2017, closing a stake of 11,625 shares — an estimated $324K sold.

Schnieders Capital Management first reported a position in DOC in Q1 2015 and held it in 11 quarters. The position peaked at $809K in Q3 2016. 581 funds tracked by Wall St. Rank hold DOC as of Q4 2017.

  • Schnieders Capital Management reported no remaining Healthpeak Properties position as of Q4 2017 after selling out during the quarter.
  • Schnieders Capital Management sold 11,625 Healthpeak Properties shares in Q4 2017, an estimated $324K.
  • Schnieders Capital Management first reported a position in Healthpeak Properties in Q1 2015 and held it in 11 quarters.
  • Schnieders Capital Management's Healthpeak Properties position peaked at $809K in Q3 2016.
  • 581 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2017.

Based on Schnieders Capital Management's 13F filing for Q4 2017, filed 8 Feb 2018.