Concert Wealth Management’s Healthpeak Properties DOC Stock Holding History

Concert Wealth 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
2016 Q4	–	Sell	-87,984	Closed	-$3.05M	–	557
2016 Q3	$3.05M	Buy	87,984 +7,797	+10%	+$273K	0.37%	51
2016 Q2	$2.6M	Buy	80,187 +11,249	+16%	+$349K	0.35%	57
2016 Q1	$2.06M	Buy	68,938 +12,980	+23%	+$389K	0.28%	89
2015 Q4	$1.95M	Sell	55,958 -11,920	-18%	-$399K	0.26%	91
2015 Q3	$2.31M	Buy	67,878 +2,113	+3%	+$73.1K	0.31%	63
2015 Q2	$2.19M	Sell	65,765 -1,290	-2%	-$47K	0.28%	78
2015 Q1	$1.9M	Buy	67,055 +3,011	+5%	+$121K	0.54%	44
2014 Q4	$2.56M	Buy	+64,044	New	+$2.54M	0.39%	49

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

Concert Wealth Management's DOC Position: Q4 2016 in Review

Concert Wealth Management sold out of Healthpeak Properties (DOC) in Q4 2016, closing a stake of 87,984 shares — an estimated $3.05M sold.

Concert Wealth Management first reported a position in DOC in Q4 2014 and held it in 8 quarters. The position peaked at $3.05M in Q3 2016. 598 funds tracked by Wall St. Rank hold DOC as of Q4 2016.

Concert Wealth Management reported no remaining Healthpeak Properties position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 87,984 Healthpeak Properties shares in Q4 2016, an estimated $3.05M.
Concert Wealth Management first reported a position in Healthpeak Properties in Q4 2014 and held it in 8 quarters.
Concert Wealth Management's Healthpeak Properties position peaked at $3.05M in Q3 2016.
598 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.