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Wilkins Investment Counsel’s Healthpeak Properties DOC Stock Holding History

Wilkins Investment Counsel’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
2015
Q1 		– Sell
-5,051
Closed -$203K – 79
2014
Q4 		$203K Buy
+5,051
New +$200K 0.07% 80
2013
Q3 		– Sell
-5,270
Closed -$218K – 61
2013
Q2 		$218K Buy
+5,270
New +$240K 0.1% 60

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 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wilkins Investment Counsel's DOC Position: Q1 2015 in Review

Wilkins Investment Counsel sold out of Healthpeak Properties (DOC) in Q1 2015, closing a stake of 5,051 shares — an estimated $203K sold.

Wilkins Investment Counsel first reported a position in DOC in Q2 2013 and held it in 2 quarters. The position peaked at $218K in Q2 2013. 667 funds tracked by Wall St. Rank hold DOC as of Q1 2015.

  • Wilkins Investment Counsel reported no remaining Healthpeak Properties position as of Q1 2015 after selling out during the quarter.
  • Wilkins Investment Counsel sold 5,051 Healthpeak Properties shares in Q1 2015, an estimated $203K.
  • Wilkins Investment Counsel first reported a position in Healthpeak Properties in Q2 2013 and held it in 2 quarters.
  • Wilkins Investment Counsel's Healthpeak Properties position peaked at $218K in Q2 2013.
  • 667 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2015.

Based on Wilkins Investment Counsel's 13F filing for Q1 2015, filed 8 May 2015.