SAG
DOC icon

Sterne Agee Group’s Healthpeak Properties DOC Stock Holding History

Sterne Agee Group’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
2015
Q1 		$692K Buy
17,339
+3,305
+24% +$133K 0.1% 238
2014
Q4 		$563K Buy
+14,034
New +$557K 0.09% 245

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Sterne Agee Group's DOC Position: Q1 2015 in Review

Sterne Agee Group increased its Healthpeak Properties (DOC) stake by 24% in Q1 2015, buying an estimated $133K and bringing the position to 17,339 shares worth $692K. The position accounts for 0.1% of the portfolio, ranked #238.

Sterne Agee Group first reported a position in DOC in Q4 2014 and has held it in 2 quarters since. 666 funds tracked by Wall St. Rank hold DOC as of Q1 2015.

  • Sterne Agee Group held 17,339 shares of Healthpeak Properties worth $692K as of Q1 2015.
  • Sterne Agee Group bought 3,305 Healthpeak Properties shares in Q1 2015, an estimated $133K.
  • Healthpeak Properties made up 0.1% of Sterne Agee Group's portfolio in Q1 2015, its #238 holding.
  • Sterne Agee Group first reported a position in Healthpeak Properties in Q4 2014 and has held it in 2 quarters since.
  • 666 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2015.

Based on Sterne Agee Group's 13F filing for Q1 2015, filed 13 May 2015.