CapWealth Advisors’s Healthpeak Properties DOC Stock Holding History

CapWealth Advisors’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	-379	Closed	-$13K	–	140
2016 Q3	$13K	Hold	379	–	–	﹤0.01%	204
2016 Q2	$12K	Sell	379 -60	-14%	-$1.86K	﹤0.01%	203
2016 Q1	$13K	Hold	439	–	–	﹤0.01%	223
2015 Q4	$15K	Hold	439	–	–	﹤0.01%	176
2015 Q3	$15K	Buy	+439	New	+$15.2K	﹤0.01%	174
2015 Q2	–	Sell	-439	Closed	-$17K	–	301
2015 Q1	$17K	Buy	+439	New	+$17.6K	﹤0.01%	189
2014 Q4	–	Sell	-549	Closed	-$20K	–	142
2014 Q3	$20K	Hold	549	–	–	﹤0.01%	183
2014 Q2	$21K	Sell	549 -384	-41%	-$14.5K	﹤0.01%	185
2014 Q1	$33K	Hold	933	–	–	0.01%	155
2013 Q4	$31K	Hold	933	–	–	0.01%	175
2013 Q3	$35K	Hold	933	–	–	0.01%	182
2013 Q2	$39K	Buy	+933	New	+$42.6K	0.01%	162

Other funds holding DOC

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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 $51.1B AUM 35.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CapWealth Advisors's DOC Position: Q4 2016 in Review

CapWealth Advisors sold out of Healthpeak Properties (DOC) in Q4 2016, closing a stake of 379 shares — an estimated $13K sold.

CapWealth Advisors first reported a position in DOC in Q2 2013 and held it in 12 quarters. The position peaked at $39K in Q2 2013. 598 funds tracked by Wall St. Rank hold DOC as of Q4 2016.

CapWealth Advisors reported no remaining Healthpeak Properties position as of Q4 2016 after selling out during the quarter.
CapWealth Advisors sold 379 Healthpeak Properties shares in Q4 2016, an estimated $13K.
CapWealth Advisors first reported a position in Healthpeak Properties in Q2 2013 and held it in 12 quarters.
CapWealth Advisors's Healthpeak Properties position peaked at $39K in Q2 2013.
598 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2016.

Based on CapWealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.