CrestPoint Capital Management’s Healthpeak Properties DOC Stock Holding History

CrestPoint Capital 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 Q3	–	Sell	-9,004	Closed	-$290K	–	225
2016 Q2	$290K	Sell	9,004 -1,647	-15%	-$51.1K	0.15%	173
2016 Q1	$316K	Buy	10,651 +2,196	+26%	+$65.9K	0.17%	167
2015 Q4	$294K	Buy	8,455 +1,538	+22%	+$51.5K	0.17%	147
2015 Q3	$235K	Buy	+6,917	New	+$239K	0.13%	171

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

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

CrestPoint Capital Management's DOC Position: Q3 2016 in Review

CrestPoint Capital Management sold out of Healthpeak Properties (DOC) in Q3 2016, closing a stake of 9,004 shares — an estimated $290K sold.

CrestPoint Capital Management first reported a position in DOC in Q3 2015 and held it in 4 quarters. The position peaked at $316K in Q1 2016. 608 funds tracked by Wall St. Rank hold DOC as of Q3 2016.

CrestPoint Capital Management reported no remaining Healthpeak Properties position as of Q3 2016 after selling out during the quarter.
CrestPoint Capital Management sold 9,004 Healthpeak Properties shares in Q3 2016, an estimated $290K.
CrestPoint Capital Management first reported a position in Healthpeak Properties in Q3 2015 and held it in 4 quarters.
CrestPoint Capital Management's Healthpeak Properties position peaked at $316K in Q1 2016.
608 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2016.

Based on CrestPoint Capital Management's 13F filing for Q3 2016, filed 17 Oct 2016.