Brown Advisory Securities’s Healthpeak Properties DOC Stock Holding History

Brown Advisory Securities’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 Q3	–	Sell	-7,755	Closed	-$248K	–	383
2017 Q2	$248K	Buy	7,755 +1,000	+15%	+$31.7K	0.06%	281
2017 Q1	$212K	Hold	6,755	–	–	0.05%	294
2016 Q4	$202K	Sell	6,755 -1,683	-20%	-$51.3K	0.06%	285
2016 Q3	$292K	Buy	8,438 +2,196	+35%	+$76.8K	0.09%	231
2016 Q2	$201K	Buy	+6,242	New	+$194K	0.06%	259
2016 Q1	–	Sell	-7,713	Closed	-$269K	–	307
2015 Q4	$269K	Buy	7,713 +1,537	+25%	+$51.4K	0.09%	219
2015 Q3	$209K	Hold	6,176	–	–	0.08%	252
2015 Q2	$205K	Buy	6,176 +46	+0.8%	+$1.68K	0.07%	272
2015 Q1	$242K	Sell	6,130 -220	-3%	-$8.83K	0.08%	244
2014 Q4	$254K	Buy	6,350 +110	+2%	+$4.37K	0.09%	215
2014 Q3	$226K	Buy	6,240 +220	+4%	+$8.34K	0.08%	237
2014 Q2	$227K	Hold	6,020	–	–	0.08%	245
2014 Q1	$214K	Buy	+6,020	New	+$208K	0.08%	230

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

Cohen & Steers New York $63.2B AUM 17.15% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Brown Advisory Securities's DOC Position: Q3 2017 in Review

Brown Advisory Securities sold out of Healthpeak Properties (DOC) in Q3 2017, closing a stake of 7,755 shares — an estimated $248K sold.

Brown Advisory Securities first reported a position in DOC in Q1 2014 and held it in 13 quarters. The position peaked at $292K in Q3 2016. 573 funds tracked by Wall St. Rank hold DOC as of Q3 2017.

Brown Advisory Securities reported no remaining Healthpeak Properties position as of Q3 2017 after selling out during the quarter.
Brown Advisory Securities sold 7,755 Healthpeak Properties shares in Q3 2017, an estimated $248K.
Brown Advisory Securities first reported a position in Healthpeak Properties in Q1 2014 and held it in 13 quarters.
Brown Advisory Securities's Healthpeak Properties position peaked at $292K in Q3 2016.
573 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2017.

Based on Brown Advisory Securities's 13F filing for Q3 2017, filed 3 Nov 2017.