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Wilbanks Smith & Thomas Asset Management’s Healthpeak Properties DOC Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
-298
Closed -$8K – 587
2018
Q3 		$8K Buy
+298
New +$7.83K ﹤0.01% 1094

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's DOC Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Healthpeak Properties (DOC) in Q4 2018, closing a stake of 298 shares — an estimated $8K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in DOC in Q3 2018 and held it in 1 quarter. The position peaked at $8K in Q3 2018. 598 funds tracked by Wall St. Rank hold DOC as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Healthpeak Properties position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 298 Healthpeak Properties shares in Q4 2018, an estimated $8K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Healthpeak Properties in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Healthpeak Properties position peaked at $8K in Q3 2018.
  • 598 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.