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Welch Capital Partners’s Healthpeak Properties DOC Stock Holding History

Welch Capital Partners’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
-233,226
Closed -$9.65M – 50
2013
Q2 		$9.65M Buy
+233,226
New +$10.6M 3.38% 12

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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

Welch Capital Partners's DOC Position: Q3 2013 in Review

Welch Capital Partners sold out of Healthpeak Properties (DOC) in Q3 2013, closing a stake of 233,226 shares — an estimated $9.65M sold.

Welch Capital Partners first reported a position in DOC in Q2 2013 and held it in 1 quarter. The position peaked at $9.65M in Q2 2013. 551 funds tracked by Wall St. Rank hold DOC as of Q3 2013.

  • Welch Capital Partners reported no remaining Healthpeak Properties position as of Q3 2013 after selling out during the quarter.
  • Welch Capital Partners sold 233,226 Healthpeak Properties shares in Q3 2013, an estimated $9.65M.
  • Welch Capital Partners first reported a position in Healthpeak Properties in Q2 2013 and held it in 1 quarter.
  • Welch Capital Partners's Healthpeak Properties position peaked at $9.65M in Q2 2013.
  • 551 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2013.

Based on Welch Capital Partners's 13F filing for Q3 2013, filed 12 Nov 2013.