Aris Wealth Services’s Healthpeak Properties DOC Stock Holding History

Aris Wealth Services’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 Q3	$1.06M	Sell	31,291 -152	-0.5%	-$5.26K	2.23%	13
2015 Q2	$1.04M	Sell	31,443 -456	-1%	-$16.6K	0.96%	21
2015 Q1	$1.25M	Sell	31,899 -60	-0.2%	-$2.41K	1.17%	15
2014 Q4	$1.28M	Buy	31,959 +619	+2%	+$24.6K	1.43%	15
2014 Q3	$1.13M	Buy	31,340 +2,186	+7%	+$82.9K	1.41%	13
2014 Q2	$1.1M	Buy	29,154 +2,238	+8%	+$84.2K	1.44%	13
2014 Q1	$951K	Buy	26,916 +1,443	+6%	+$49.8K	1.39%	14
2013 Q4	$843K	Buy	25,473 +3,043	+14%	+$109K	1.42%	11
2013 Q3	$837K	Buy	22,430 +1,601	+8%	+$62.4K	1.53%	9
2013 Q2	$862K	Buy	+20,829	New	+$950K	1.84%	8

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aris Wealth Services's DOC Position: Q3 2015 in Review

Aris Wealth Services reduced its Healthpeak Properties (DOC) stake by 0.48% in Q3 2015, selling an estimated $5.26K and leaving 31,291 shares worth $1.06M. The position accounts for 2.23% of the portfolio, ranked #13.

Aris Wealth Services first reported a position in DOC in Q2 2013 and has held it in 10 quarters since. The position peaked at $1.28M in Q4 2014. 628 funds tracked by Wall St. Rank hold DOC as of Q3 2015.

Aris Wealth Services held 31,291 shares of Healthpeak Properties worth $1.06M as of Q3 2015.
Aris Wealth Services sold 152 Healthpeak Properties shares in Q3 2015, an estimated $5.26K.
Healthpeak Properties made up 2.23% of Aris Wealth Services's portfolio in Q3 2015, its #13 holding.
Aris Wealth Services first reported a position in Healthpeak Properties in Q2 2013 and has held it in 10 quarters since.
Aris Wealth Services's Healthpeak Properties position peaked at $1.28M in Q4 2014.
628 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.