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Windsor Capital Management’s Healthpeak Properties DOC Stock Holding History

Windsor Capital 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
2015
Q4 		– Sell
-296
Closed -$10K – 172
2015
Q3 		$10K Buy
+296
New +$10.2K 0.01% 333
2014
Q1 		– Sell
-296
Closed -$10K – 126
2013
Q4 		$10K Buy
+296
New +$10.6K 0.01% 331

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Windsor Capital Management's DOC Position: Q4 2015 in Review

Windsor Capital Management sold out of Healthpeak Properties (DOC) in Q4 2015, closing a stake of 296 shares — an estimated $10K sold.

Windsor Capital Management first reported a position in DOC in Q4 2013 and held it in 2 quarters. The position peaked at $10K in Q3 2015. 635 funds tracked by Wall St. Rank hold DOC as of Q4 2015.

  • Windsor Capital Management reported no remaining Healthpeak Properties position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 296 Healthpeak Properties shares in Q4 2015, an estimated $10K.
  • Windsor Capital Management first reported a position in Healthpeak Properties in Q4 2013 and held it in 2 quarters.
  • Windsor Capital Management's Healthpeak Properties position peaked at $10K in Q3 2015.
  • 635 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.