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SFE Investment Counsel’s Healthpeak Properties DOC Stock Holding History

SFE 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
2019
Q1 		– Sell
-23,710
Closed -$662K – 117
2018
Q4 		$662K Sell
23,710
-4,120
-15% -$114K 0.34% 79
2018
Q3 		$732K Sell
27,830
-16,965
-38% -$446K 0.28% 85
2018
Q2 		$1.16M Sell
44,795
-27,485
-38% -$648K 0.48% 59
2018
Q1 		$1.68M Sell
72,280
-96,350
-57% -$2.24M 0.87% 36
2017
Q4 		$4.4M Sell
168,630
-47,616
-22% -$1.26M 1.78% 17
2017
Q3 		$6.02M Sell
216,246
-12,660
-6% -$381K 2.53% 11
2017
Q2 		$7.32M Sell
228,906
-2,347
-1% -$74.4K 2.97% 3
2017
Q1 		$7.23M Buy
231,253
+20,300
+10% +$623K 2.65% 8
2016
Q4 		$6.38M Sell
210,953
-65,974
-24% -$2.01M 2.46% 12
2016
Q3 		$8.92M Hold
276,927
– – 4.28% 1
2016
Q2 		$8.92M Sell
276,927
-4,600
-2% -$143K 4.15% 1
2016
Q1 		$8.35M Buy
281,527
+27,878
+11% +$836K 3.86% 1
2015
Q4 		$8.83M Buy
253,649
+9,569
+4% +$320K 4.2% 2
2015
Q3 		$8.28M Sell
244,080
-3,931
-2% -$136K 3.95% 2
2015
Q2 		$8.24M Buy
248,011
+35,109
+16% +$1.28M 3.36% 3
2015
Q1 		$8.38M Buy
212,902
+15,899
+8% +$638K 3.39% 3
2014
Q4 		$7.9M Buy
197,003
+3,080
+2% +$122K 3.26% 5
2014
Q3 		$7.01M Buy
193,923
+19,478
+11% +$739K 3.04% 8
2014
Q2 		$6.57M Buy
174,445
+11,820
+7% +$445K 2.68% 12
2014
Q1 		$5.75M Buy
162,625
+48,532
+43% +$1.68M 2.49% 14
2013
Q4 		$3.77M Buy
114,093
+56,865
+99% +$2.03M 1.64% 27
2013
Q3 		$2.13M Buy
57,228
+23,437
+69% +$914K 1.03% 42
2013
Q2 		$1.4M Buy
+33,791
New +$1.54M 0.72% 48

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SFE Investment Counsel's DOC Position: Q1 2019 in Review

SFE Investment Counsel sold out of Healthpeak Properties (DOC) in Q1 2019, closing a stake of 23,710 shares — an estimated $662K sold.

SFE Investment Counsel first reported a position in DOC in Q2 2013 and held it in 23 quarters. The position peaked at $8.92M in Q3 2016. 629 funds tracked by Wall St. Rank hold DOC as of Q1 2019.

  • SFE Investment Counsel reported no remaining Healthpeak Properties position as of Q1 2019 after selling out during the quarter.
  • SFE Investment Counsel sold 23,710 Healthpeak Properties shares in Q1 2019, an estimated $662K.
  • SFE Investment Counsel first reported a position in Healthpeak Properties in Q2 2013 and held it in 23 quarters.
  • SFE Investment Counsel's Healthpeak Properties position peaked at $8.92M in Q3 2016.
  • 629 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2019.

Based on SFE Investment Counsel's 13F filing for Q1 2019, filed 8 May 2019.