WRF
DOC icon

Waddell & Reed Financial’s Healthpeak Properties DOC Stock Holding History

Waddell & Reed Financial’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
2013
Q3 		– Sell
-33,134
Closed -$1.37M – 557
2013
Q2 		$1.37M Buy
+33,134
New +$1.51M ﹤0.01% 514

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Waddell & Reed Financial's DOC Position: Q3 2013 in Review

Waddell & Reed Financial sold out of Healthpeak Properties (DOC) in Q3 2013, closing a stake of 33,134 shares — an estimated $1.37M sold.

Waddell & Reed Financial first reported a position in DOC in Q2 2013 and held it in 1 quarter. The position peaked at $1.37M in Q2 2013. 551 funds tracked by Wall St. Rank hold DOC as of Q3 2013.

  • Waddell & Reed Financial reported no remaining Healthpeak Properties position as of Q3 2013 after selling out during the quarter.
  • Waddell & Reed Financial sold 33,134 Healthpeak Properties shares in Q3 2013, an estimated $1.37M.
  • Waddell & Reed Financial first reported a position in Healthpeak Properties in Q2 2013 and held it in 1 quarter.
  • Waddell & Reed Financial's Healthpeak Properties position peaked at $1.37M in Q2 2013.
  • 551 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2013.

Based on Waddell & Reed Financial's 13F filing for Q3 2013, filed 14 Nov 2013.