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Schwartz Investment Counsel’s Healthpeak Properties DOC Stock Holding History

Schwartz Investment Counsel’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
2013
Q4 		– Sell
-5,490
Closed -$205K – 200
2013
Q3 		$205K Hold
5,490
– – 0.02% 203
2013
Q2 		$227K Buy
+5,490
New +$250K 0.02% 203

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Schwartz Investment Counsel's DOC Position: Q4 2013 in Review

Schwartz Investment Counsel sold out of Healthpeak Properties (DOC) in Q4 2013, closing a stake of 5,490 shares — an estimated $205K sold.

Schwartz Investment Counsel first reported a position in DOC in Q2 2013 and held it in 2 quarters. The position peaked at $227K in Q2 2013. 561 funds tracked by Wall St. Rank hold DOC as of Q4 2013.

  • Schwartz Investment Counsel reported no remaining Healthpeak Properties position as of Q4 2013 after selling out during the quarter.
  • Schwartz Investment Counsel sold 5,490 Healthpeak Properties shares in Q4 2013, an estimated $205K.
  • Schwartz Investment Counsel first reported a position in Healthpeak Properties in Q2 2013 and held it in 2 quarters.
  • Schwartz Investment Counsel's Healthpeak Properties position peaked at $227K in Q2 2013.
  • 561 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2013.

Based on Schwartz Investment Counsel's 13F filing for Q4 2013, filed 11 Feb 2014.