Boston Private Bank & Trust’s Healthpeak Properties DOC Stock Holding History

Boston Private Bank & 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	$6.47M	Sell	164,429 -1,212	-0.7%	-$48.7K	0.3%	103
2014 Q4	$6.64M	Sell	165,641 -1,153	-0.7%	-$45.8K	0.31%	101
2014 Q3	$6.03M	Sell	166,794 -3,037	-2%	-$115K	0.29%	105
2014 Q2	$6.4M	Sell	169,831 -8,323	-5%	-$313K	0.31%	100
2014 Q1	$6.29M	Sell	178,154 -3,630	-2%	-$125K	0.32%	100
2013 Q4	$6.01M	Sell	181,784 -3,225	-2%	-$115K	0.3%	103
2013 Q3	$6.9M	Sell	185,009 -2,667	-1%	-$104K	0.38%	83
2013 Q2	$7.77M	Buy	+187,676	New	+$8.56M	0.45%	71

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Boston Private Bank & Trust's DOC Position: Q1 2015 in Review

Boston Private Bank & Trust reduced its Healthpeak Properties (DOC) stake by 0.73% in Q1 2015, selling an estimated $48.7K and leaving 164,429 shares worth $6.47M. The position accounts for 0.3% of the portfolio, ranked #103.

Boston Private Bank & Trust first reported a position in DOC in Q2 2013 and has held it in 8 quarters since. The position peaked at $7.77M in Q2 2013. 667 funds tracked by Wall St. Rank hold DOC as of Q1 2015.

Boston Private Bank & Trust held 164,429 shares of Healthpeak Properties worth $6.47M as of Q1 2015.
Boston Private Bank & Trust sold 1,212 Healthpeak Properties shares in Q1 2015, an estimated $48.7K.
Healthpeak Properties made up 0.3% of Boston Private Bank & Trust's portfolio in Q1 2015, its #103 holding.
Boston Private Bank & Trust first reported a position in Healthpeak Properties in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Healthpeak Properties position peaked at $7.77M in Q2 2013.
667 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.