U
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UBS’s Healthpeak Properties DOC Stock Holding History

UBS’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
2014
Q3 		$20K Sell
549
-988
-64% -$37.5K ﹤0.01% 8011
2014
Q2 		$58K Sell
1,537
-220
-13% -$8.28K ﹤0.01% 6670
2014
Q1 		$62K Sell
1,757
-3,513
-67% -$121K ﹤0.01% 6562
2013
Q4 		$174K Sell
5,270
-8,345
-61% -$298K ﹤0.01% 5450
2013
Q3 		$508K Buy
13,615
+11,529
+553% +$449K ﹤0.01% 4122
2013
Q2 		$86K Buy
+2,086
New +$95.1K ﹤0.01% 6079

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS's DOC Position: Q3 2014 in Review

UBS reduced its Healthpeak Properties (DOC) stake by 4.8% in Q3 2014, selling an estimated $1.17M and leaving 610,465 shares worth $22.1M. The position accounts for 0.02% of the portfolio, ranked #895.

UBS first reported a position in DOC in Q2 2013 and has held it in 6 quarters since. The position peaked at $38.3M in Q2 2013. 606 funds tracked by Wall St. Rank hold DOC as of Q3 2014.

  • UBS held 610,465 shares of Healthpeak Properties worth $22.1M as of Q3 2014.
  • UBS sold 30,774 Healthpeak Properties shares in Q3 2014, an estimated $1.17M.
  • Healthpeak Properties made up 0.02% of UBS's portfolio in Q3 2014, its #895 holding.
  • UBS first reported a position in Healthpeak Properties in Q2 2013 and has held it in 6 quarters since.
  • UBS's Healthpeak Properties position peaked at $38.3M in Q2 2013.
  • 606 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.