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Whitney & Co’s Healthpeak Properties DOC Stock Holding History

Whitney & Co’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
Q4 		– Sell
-200
Closed -$6K – 193
2018
Q3 		$6K Hold
200
– – ﹤0.01% 367
2018
Q2 		$5K Sell
200
-52,575
-100% -$1.24M ﹤0.01% 268
2018
Q1 		$1.23M Sell
52,775
-13,407
-20% -$311K 0.35% 67
2017
Q4 		$1.73M Buy
66,182
+1,282
+2% +$34K 0.5% 62
2017
Q3 		$2.07M Hold
64,900
– – 0.7% 54
2017
Q2 		$2.07M Buy
64,900
+3,695
+6% +$117K 0.68% 55
2017
Q1 		$1.91M Buy
61,205
+5,355
+10% +$164K 0.7% 55
2016
Q4 		$1.66M Sell
55,850
-16,118
-22% -$491K 0.63% 58
2016
Q3 		$2.49M Buy
71,968
+2,003
+3% +$70.1K 1% 47
2016
Q2 		$2.25M Buy
69,965
+1,576
+2% +$48.9K 0.92% 46
2016
Q1 		$2.03M Buy
68,389
+6,171
+10% +$185K 0.87% 48
2015
Q4 		$2.17M Buy
62,218
+19,001
+44% +$636K 0.95% 46
2015
Q3 		$1.47M Buy
43,217
+15,547
+56% +$538K 0.66% 57
2015
Q2 		$919K Buy
27,670
+10,267
+59% +$374K 0.4% 72
2015
Q1 		$685K Buy
17,403
+5,490
+46% +$220K 0.31% 77
2014
Q4 		$478K Buy
11,913
+658
+6% +$26.1K 0.21% 83
2014
Q3 		$407K Buy
11,255
+1,647
+17% +$62.5K 0.19% 86
2014
Q2 		$362K Buy
9,608
+2,142
+29% +$80.6K 0.17% 87
2014
Q1 		$264K Buy
+7,466
New +$258K 0.13% 93

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Whitney & Co's DOC Position: Q4 2018 in Review

Whitney & Co sold out of Healthpeak Properties (DOC) in Q4 2018, closing a stake of 200 shares — an estimated $6K sold.

Whitney & Co first reported a position in DOC in Q1 2014 and held it in 19 quarters. The position peaked at $2.49M in Q3 2016. 598 funds tracked by Wall St. Rank hold DOC as of Q4 2018.

  • Whitney & Co reported no remaining Healthpeak Properties position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 200 Healthpeak Properties shares in Q4 2018, an estimated $6K.
  • Whitney & Co first reported a position in Healthpeak Properties in Q1 2014 and held it in 19 quarters.
  • Whitney & Co's Healthpeak Properties position peaked at $2.49M in Q3 2016.
  • 598 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.