Virtus Fund Advisers’s Healthpeak Properties DOC Stock Holding History

Virtus Fund Advisers’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
2017 Q4	$61K	Hold	2,354	–	–	﹤0.01%	541
2017 Q3	$66K	Hold	2,354	–	–	﹤0.01%	425
2017 Q2	$73K	Hold	2,354	–	–	﹤0.01%	450
2017 Q1	$74K	Hold	2,354	–	–	﹤0.01%	454
2016 Q4	$70K	Sell	2,354 -231	-9%	-$7.04K	﹤0.01%	450
2016 Q3	$89K	Hold	2,585	–	–	﹤0.01%	437
2016 Q2	$83K	Buy	2,585 +765	+42%	+$23.8K	﹤0.01%	435
2016 Q1	$54K	Buy	+1,820	New	+$54.6K	﹤0.01%	462
2015 Q1	–	Sell	-582	Closed	-$23K	–	927
2014 Q4	$23K	Hold	582	–	–	﹤0.01%	913
2014 Q3	$21K	Sell	582 -4,453	-88%	-$169K	﹤0.01%	940
2014 Q2	$190K	Buy	+5,035	New	+$190K	﹤0.01%	989

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Virtus Fund Advisers's DOC Position: Q4 2017 in Review

Virtus Fund Advisers held its Healthpeak Properties (DOC) position steady in Q4 2017 at 2,354 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Virtus Fund Advisers first reported a position in DOC in Q2 2014 and has held it in 11 quarters since. The position peaked at $190K in Q2 2014. 581 funds tracked by Wall St. Rank hold DOC as of Q4 2017.

Virtus Fund Advisers held 2,354 shares of Healthpeak Properties worth $61K as of Q4 2017.
Virtus Fund Advisers left its Healthpeak Properties share count unchanged in Q4 2017.
Healthpeak Properties made up ﹤0.01% of Virtus Fund Advisers's portfolio in Q4 2017, its #541 holding.
Virtus Fund Advisers first reported a position in Healthpeak Properties in Q2 2014 and has held it in 11 quarters since.
Virtus Fund Advisers's Healthpeak Properties position peaked at $190K in Q2 2014.
581 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2017.

Based on Virtus Fund Advisers's 13F filing for Q4 2017, filed 9 Feb 2018.