SIC
DOC icon

Shoker Investment Counsel’s Healthpeak Properties DOC Stock Holding History

Shoker 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
2020
Q1 		– Sell
-31,235
Closed -$1.08M – 84
2019
Q4 		$1.08M Buy
31,235
+312
+1% +$10.9K 0.72% 47
2019
Q3 		$1.1M Buy
30,923
+577
+2% +$19.5K 0.79% 41
2019
Q2 		$970K Buy
30,346
+470
+2% +$14.6K 0.71% 45
2019
Q1 		$935K Buy
29,876
+1,143
+4% +$34.8K 0.69% 44
2018
Q4 		$802K Sell
28,733
-126
-0.4% -$3.49K 0.67% 44
2018
Q3 		$759K Buy
28,859
+1,470
+5% +$38.6K 0.55% 50
2018
Q2 		$707K Sell
27,389
-1,009
-4% -$23.8K 0.53% 54
2018
Q1 		$659K Buy
28,398
+3,134
+12% +$72.8K 0.5% 56
2017
Q4 		$658K Sell
25,264
-2,988
-11% -$79.2K 0.48% 55
2017
Q3 		$786K Sell
28,252
-1,784
-6% -$53.7K 0.6% 49
2017
Q2 		$959K Sell
30,036
-1,190
-4% -$37.7K 0.75% 38
2017
Q1 		$976K Buy
31,226
+910
+3% +$27.9K 0.82% 38
2016
Q4 		$901K Sell
30,316
-1,945
-6% -$59.3K 0.75% 42
2016
Q3 		$1.11M Buy
32,261
+2,959
+10% +$104K 0.95% 35
2016
Q2 		$944K Buy
29,302
+5,473
+23% +$170K 0.84% 39
2016
Q1 		$707K Buy
23,829
+8,636
+57% +$259K 0.67% 45
2015
Q4 		$529K Buy
15,193
+1,946
+15% +$65.1K 0.53% 51
2015
Q3 		$449K Buy
13,247
+857
+7% +$29.6K 0.47% 55
2015
Q2 		$411K Buy
12,390
+1,624
+15% +$59.1K 0.39% 63
2015
Q1 		$423K Buy
10,766
+3,408
+46% +$137K 0.4% 61
2014
Q4 		$295K Buy
+7,358
New +$292K 0.27% 78

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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Shoker Investment Counsel's DOC Position: Q1 2020 in Review

Shoker Investment Counsel sold out of Healthpeak Properties (DOC) in Q1 2020, closing a stake of 31,235 shares — an estimated $1.08M sold.

Shoker Investment Counsel first reported a position in DOC in Q4 2014 and held it in 21 quarters. The position peaked at $1.11M in Q3 2016. 579 funds tracked by Wall St. Rank hold DOC as of Q1 2020.

  • Shoker Investment Counsel reported no remaining Healthpeak Properties position as of Q1 2020 after selling out during the quarter.
  • Shoker Investment Counsel sold 31,235 Healthpeak Properties shares in Q1 2020, an estimated $1.08M.
  • Shoker Investment Counsel first reported a position in Healthpeak Properties in Q4 2014 and held it in 21 quarters.
  • Shoker Investment Counsel's Healthpeak Properties position peaked at $1.11M in Q3 2016.
  • 579 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2020.

Based on Shoker Investment Counsel's 13F filing for Q1 2020, filed 8 May 2020.