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SII Investments’s Healthpeak Properties DOC Stock Holding History

SII Investments’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
Q1 		– Sell
-11,667
Closed -$407K – 583
2015
Q4 		$407K Sell
11,667
-9,414
-45% -$315K 0.05% 292
2015
Q3 		$716K Buy
21,081
+6,599
+46% +$228K 0.08% 226
2015
Q2 		$481K Buy
14,482
+5,417
+60% +$197K 0.06% 298
2015
Q1 		$357K Sell
9,065
-809
-8% -$32.5K 0.04% 352
2014
Q4 		$394K Buy
9,874
+440
+5% +$17.5K 0.05% 308
2014
Q3 		$342K Buy
+9,434
New +$358K 0.05% 340

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SII Investments's DOC Position: Q1 2016 in Review

SII Investments sold out of Healthpeak Properties (DOC) in Q1 2016, closing a stake of 11,667 shares — an estimated $407K sold.

SII Investments first reported a position in DOC in Q3 2014 and held it in 6 quarters. The position peaked at $716K in Q3 2015. 603 funds tracked by Wall St. Rank hold DOC as of Q1 2016.

  • SII Investments reported no remaining Healthpeak Properties position as of Q1 2016 after selling out during the quarter.
  • SII Investments sold 11,667 Healthpeak Properties shares in Q1 2016, an estimated $407K.
  • SII Investments first reported a position in Healthpeak Properties in Q3 2014 and held it in 6 quarters.
  • SII Investments's Healthpeak Properties position peaked at $716K in Q3 2015.
  • 603 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2016.

Based on SII Investments's 13F filing for Q1 2016, filed 27 Apr 2016.