BT
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Beacon Trust’s Healthpeak Properties DOC Stock Holding History

Beacon Trust’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
-8,294
Closed -$333K – 214
2014
Q4 		$333K Hold
8,294
– – 0.05% 165
2014
Q3 		$300K Sell
8,294
-659
-7% -$25K 0.05% 158
2014
Q2 		$337K Sell
8,953
-362
-4% -$13.6K 0.06% 150
2014
Q1 		$329K Sell
9,315
-2,471
-21% -$85.3K 0.06% 144
2013
Q4 		$390K Sell
11,786
-1,090
-8% -$38.9K 0.07% 134
2013
Q3 		$481K Sell
12,876
-6,565
-34% -$256K 0.09% 127
2013
Q2 		$804K Buy
+19,441
New +$887K 0.15% 100

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 16.07% 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 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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