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Virtus Investment Advisers’s Healthpeak Properties DOC Stock Holding History

Virtus Investment 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
2018
Q1 		– Sell
-9,502
Closed -$248K – 127
2017
Q4 		$248K Sell
9,502
-631
-6% -$16.7K 0.03% 374
2017
Q3 		$282K Sell
10,133
-1,285
-11% -$38.6K 0.03% 374
2017
Q2 		$365K Buy
+11,418
New +$362K 0.04% 358
2016
Q4 		– Sell
-129,068
Closed -$4.46M – 487
2016
Q3 		$4.46M Buy
+129,068
New +$4.52M 0.29% 118

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 $3.38T AUM 44.17% 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

Virtus Investment Advisers's DOC Position: Q1 2018 in Review

Virtus Investment Advisers sold out of Healthpeak Properties (DOC) in Q1 2018, closing a stake of 9,502 shares — an estimated $248K sold.

Virtus Investment Advisers first reported a position in DOC in Q3 2016 and held it in 4 quarters. The position peaked at $4.46M in Q3 2016. 573 funds tracked by Wall St. Rank hold DOC as of Q1 2018.

  • Virtus Investment Advisers reported no remaining Healthpeak Properties position as of Q1 2018 after selling out during the quarter.
  • Virtus Investment Advisers sold 9,502 Healthpeak Properties shares in Q1 2018, an estimated $248K.
  • Virtus Investment Advisers first reported a position in Healthpeak Properties in Q3 2016 and held it in 4 quarters.
  • Virtus Investment Advisers's Healthpeak Properties position peaked at $4.46M in Q3 2016.
  • 573 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2018.

Based on Virtus Investment Advisers's 13F filing for Q1 2018, filed 15 May 2018.