Avalon Investment & Advisory’s Healthpeak Properties DOC Stock Holding History

Avalon Investment & Advisory’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
2017 Q1	–	Sell	-9,925	Closed	-$295K	–	357
2016 Q4	$295K	Sell	9,925 -973	-9%	-$29.7K	0.01%	307
2016 Q3	$377K	Hold	10,898	–	–	0.01%	271
2016 Q2	$351K	Buy	10,898 +3,821	+54%	+$119K	0.01%	252
2016 Q1	$210K	Sell	7,077 -432	-6%	-$13K	0.01%	244
2015 Q4	$262K	Sell	7,509 -2,359	-24%	-$78.9K	0.01%	235
2015 Q3	$335K	Sell	9,868 -597	-6%	-$20.6K	0.01%	220
2015 Q2	$348K	Buy	10,465 +176	+2%	+$6.41K	0.02%	227
2015 Q1	$405K	Hold	10,289	–	–	0.02%	198
2014 Q4	$413K	Buy	+10,289	New	+$408K	0.02%	163
2013 Q4	–	Sell	-339,043	Closed	-$12.6M	–	183
2013 Q3	$12.6M	Sell	339,043 -155,277	-31%	-$6.05M	0.82%	41
2013 Q2	$20.5M	Buy	+494,320	New	+$22.5M	1.22%	20

Other funds holding DOC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Avalon Investment & Advisory's DOC Position: Q1 2017 in Review

Avalon Investment & Advisory sold out of Healthpeak Properties (DOC) in Q1 2017, closing a stake of 9,925 shares — an estimated $295K sold.

Avalon Investment & Advisory first reported a position in DOC in Q2 2013 and held it in 11 quarters. The position peaked at $20.5M in Q2 2013. 594 funds tracked by Wall St. Rank hold DOC as of Q1 2017.

Avalon Investment & Advisory reported no remaining Healthpeak Properties position as of Q1 2017 after selling out during the quarter.
Avalon Investment & Advisory sold 9,925 Healthpeak Properties shares in Q1 2017, an estimated $295K.
Avalon Investment & Advisory first reported a position in Healthpeak Properties in Q2 2013 and held it in 11 quarters.
Avalon Investment & Advisory's Healthpeak Properties position peaked at $20.5M in Q2 2013.
594 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2017.

Based on Avalon Investment & Advisory's 13F filing for Q1 2017, filed 15 May 2017.