Bruderman Asset Management’s Healthpeak Properties DOC Stock Holding History

Bruderman Asset 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
2018 Q3	–	Sell	-1,504	Closed	-$39K	–	355
2018 Q2	$39K	Hold	1,504	–	–	0.01%	223
2018 Q1	$35K	Buy	+1,504	New	+$34.9K	0.01%	234
2017 Q3	–	Sell	-1,504	Closed	-$48K	–	171
2017 Q2	$48K	Buy	+1,504	New	+$47.7K	0.01%	209
2017 Q1	–	Sell	-1,314	Closed	-$39K	–	170
2016 Q4	$39K	Buy	1,314 +243	+23%	+$7.41K	0.01%	224
2016 Q3	$37K	Buy	+1,071	New	+$37.5K	0.01%	232
2015 Q3	–	Sell	-47	Closed	-$2K	–	429
2015 Q2	$2K	Hold	47	–	–	﹤0.01%	411
2015 Q1	$2K	Buy	+47	New	+$1.89K	﹤0.01%	401

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

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

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

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Bruderman Asset Management's DOC Position: Q3 2018 in Review

Bruderman Asset Management sold out of Healthpeak Properties (DOC) in Q3 2018, closing a stake of 1,504 shares — an estimated $39K sold.

Bruderman Asset Management first reported a position in DOC in Q1 2015 and held it in 7 quarters. The position peaked at $48K in Q2 2017. 576 funds tracked by Wall St. Rank hold DOC as of Q3 2018.

Bruderman Asset Management reported no remaining Healthpeak Properties position as of Q3 2018 after selling out during the quarter.
Bruderman Asset Management sold 1,504 Healthpeak Properties shares in Q3 2018, an estimated $39K.
Bruderman Asset Management first reported a position in Healthpeak Properties in Q1 2015 and held it in 7 quarters.
Bruderman Asset Management's Healthpeak Properties position peaked at $48K in Q2 2017.
576 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2018.

Based on Bruderman Asset Management's 13F filing for Q3 2018, filed 9 Nov 2018.