Capstone Asset Management’s Healthpeak Properties DOC Stock Holding History

Capstone 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
2017 Q2	$1.2M	Sell	37,618 -582	-2%	-$18.4K	0.03%	537
2017 Q1	$1.2M	Buy	38,200 +30	+0.1%	+$921	0.03%	542
2016 Q4	$1.13M	Sell	38,170 -3,126	-8%	-$95.3K	0.03%	551
2016 Q3	$1.43M	Buy	41,296 +1,230	+3%	+$43K	0.04%	496
2016 Q2	$1.29M	Buy	40,066 +522	+1%	+$16.2K	0.04%	503
2016 Q1	$1.17M	Sell	39,544 -495	-1%	-$14.8K	0.03%	550
2015 Q4	$1.39M	Buy	40,039 +1,479	+4%	+$49.5K	0.04%	510
2015 Q3	$1.31M	Buy	38,560 +407	+1%	+$14.1K	0.04%	486
2015 Q2	$1.27M	Buy	38,153 +5,094	+15%	+$185K	0.04%	512
2015 Q1	$1.3M	Buy	33,059 +1,554	+5%	+$62.4K	0.04%	546
2014 Q4	$1.26M	Buy	31,505 +2,399	+8%	+$95.2K	0.04%	539
2014 Q3	$1.05M	Buy	29,106 +385	+1%	+$14.6K	0.04%	559
2014 Q2	$1.08M	Sell	28,721 -6,576	-19%	-$248K	0.03%	582
2014 Q1	$1.25M	Sell	35,297 -11,645	-25%	-$402K	0.04%	524
2013 Q4	$1.55M	Sell	46,942 -29,326	-38%	-$1.05M	0.05%	452
2013 Q3	$2.84M	Sell	76,268 -574	-0.7%	-$22.4K	0.07%	326
2013 Q2	$3.18M	Buy	+76,842	New	+$3.5M	0.08%	263

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Capstone Asset Management's DOC Position: Q2 2017 in Review

Capstone Asset Management reduced its Healthpeak Properties (DOC) stake by 1.5% in Q2 2017, selling an estimated $18.4K and leaving 37,618 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #537.

Capstone Asset Management first reported a position in DOC in Q2 2013 and has held it in 17 quarters since. The position peaked at $3.18M in Q2 2013. 606 funds tracked by Wall St. Rank hold DOC as of Q2 2017.

Capstone Asset Management held 37,618 shares of Healthpeak Properties worth $1.2M as of Q2 2017.
Capstone Asset Management sold 582 Healthpeak Properties shares in Q2 2017, an estimated $18.4K.
Healthpeak Properties made up 0.03% of Capstone Asset Management's portfolio in Q2 2017, its #537 holding.
Capstone Asset Management first reported a position in Healthpeak Properties in Q2 2013 and has held it in 17 quarters since.
Capstone Asset Management's Healthpeak Properties position peaked at $3.18M in Q2 2013.
606 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.