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Smith Shellnut Wilson’s Healthpeak Properties DOC Stock Holding History

Smith Shellnut Wilson’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
2018
Q1 		– Sell
-8,687
Closed -$227K – 125
2017
Q4 		$227K Buy
8,687
+272
+3% +$7.21K 0.19% 117
2017
Q3 		$234K Buy
+8,415
New +$253K 0.21% 115

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
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Smith Shellnut Wilson's DOC Position: Q1 2018 in Review

Smith Shellnut Wilson sold out of Healthpeak Properties (DOC) in Q1 2018, closing a stake of 8,687 shares — an estimated $227K sold.

Smith Shellnut Wilson first reported a position in DOC in Q3 2017 and held it in 2 quarters. The position peaked at $234K in Q3 2017. 573 funds tracked by Wall St. Rank hold DOC as of Q1 2018.

  • Smith Shellnut Wilson reported no remaining Healthpeak Properties position as of Q1 2018 after selling out during the quarter.
  • Smith Shellnut Wilson sold 8,687 Healthpeak Properties shares in Q1 2018, an estimated $227K.
  • Smith Shellnut Wilson first reported a position in Healthpeak Properties in Q3 2017 and held it in 2 quarters.
  • Smith Shellnut Wilson's Healthpeak Properties position peaked at $234K in Q3 2017.
  • 573 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2018.

Based on Smith Shellnut Wilson's 13F filing for Q1 2018, filed 24 Apr 2018.