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Valley Wealth Managers’s Healthpeak Properties DOC Stock Holding History

Valley Wealth Managers’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
Q3 		– Sell
-30,497
Closed -$1.01M – 95
2015
Q2 		$1.01M Sell
30,497
-796
-3% -$29K 0.18% 80
2015
Q1 		$1.23M Buy
31,293
+1,773
+6% +$71.2K 0.21% 61
2014
Q4 		$1.18M Buy
29,520
+1,949
+7% +$77.3K 0.21% 67
2014
Q3 		$997K Buy
27,571
+1,098
+4% +$41.6K 0.19% 68
2014
Q2 		$998K Buy
26,473
+4,200
+19% +$158K 0.19% 67
2014
Q1 		$787K Buy
22,273
+4,079
+22% +$141K 0.16% 75
2013
Q4 		$602K Buy
18,194
+494
+3% +$17.6K 0.12% 82
2013
Q3 		$660K Buy
+17,700
New +$690K 0.14% 69

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Valley Wealth Managers's DOC Position: Q3 2015 in Review

Valley Wealth Managers sold out of Healthpeak Properties (DOC) in Q3 2015, closing a stake of 30,497 shares — an estimated $1.01M sold.

Valley Wealth Managers first reported a position in DOC in Q3 2013 and held it in 8 quarters. The position peaked at $1.23M in Q1 2015. 628 funds tracked by Wall St. Rank hold DOC as of Q3 2015.

  • Valley Wealth Managers reported no remaining Healthpeak Properties position as of Q3 2015 after selling out during the quarter.
  • Valley Wealth Managers sold 30,497 Healthpeak Properties shares in Q3 2015, an estimated $1.01M.
  • Valley Wealth Managers first reported a position in Healthpeak Properties in Q3 2013 and held it in 8 quarters.
  • Valley Wealth Managers's Healthpeak Properties position peaked at $1.23M in Q1 2015.
  • 628 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2015.

Based on Valley Wealth Managers's 13F filing for Q3 2015, filed 30 Oct 2015.