Boston Financial Management’s Healthpeak Properties DOC Stock Holding History

Boston Financial 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
2016 Q4	–	Sell	-6,423	Closed	-$222K	–	277
2016 Q3	$222K	Hold	6,423	–	–	0.02%	234
2016 Q2	$207K	Buy	+6,423	New	+$199K	0.02%	235
2015 Q4	–	Sell	-6,775	Closed	-$230K	–	183
2015 Q3	$230K	Sell	6,775 -4,111	-38%	-$142K	0.03%	186
2015 Q2	$362K	Sell	10,886 -4,629	-30%	-$169K	0.05%	178
2015 Q1	$611K	Sell	15,515 -21,350	-58%	-$857K	0.08%	157
2014 Q4	$1.48M	Sell	36,865 -7,099	-16%	-$282K	0.19%	125
2014 Q3	$1.59M	Sell	43,964 -12,962	-23%	-$492K	0.21%	119
2014 Q2	$2.15M	Buy	56,926 +1,746	+3%	+$65.7K	0.28%	104
2014 Q1	$1.95M	Buy	55,180 +7,538	+16%	+$260K	0.26%	111
2013 Q4	$1.58M	Buy	47,642 +4,474	+10%	+$160K	0.22%	119
2013 Q3	$1.61M	Buy	43,168 +2,506	+6%	+$97.7K	0.24%	109
2013 Q2	$1.68M	Buy	+40,662	New	+$1.85M	0.26%	102

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

BFA

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Boston Financial Management's DOC Position: Q4 2016 in Review

Boston Financial Management sold out of Healthpeak Properties (DOC) in Q4 2016, closing a stake of 6,423 shares — an estimated $222K sold.

Boston Financial Management first reported a position in DOC in Q2 2013 and held it in 12 quarters. The position peaked at $2.15M in Q2 2014. 599 funds tracked by Wall St. Rank hold DOC as of Q4 2016.

Boston Financial Management reported no remaining Healthpeak Properties position as of Q4 2016 after selling out during the quarter.
Boston Financial Management sold 6,423 Healthpeak Properties shares in Q4 2016, an estimated $222K.
Boston Financial Management first reported a position in Healthpeak Properties in Q2 2013 and held it in 12 quarters.
Boston Financial Management's Healthpeak Properties position peaked at $2.15M in Q2 2014.
599 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2016.

Based on Boston Financial Management's 13F filing for Q4 2016, filed 10 Feb 2017.