CT Financial Advisors’s Healthpeak Properties DOC Stock Holding History

CT Financial 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
2017 Q1	$31.3K	Hold	1,000	–	–	0.02%	311
2016 Q4	$29.7K	Sell	1,000 -98	-9%	-$2.99K	0.02%	314
2016 Q3	$38K	Hold	1,098	–	–	0.02%	296
2016 Q2	$35.4K	Hold	1,098	–	–	0.02%	302
2016 Q1	$32.6K	Hold	1,098	–	–	0.02%	328
2015 Q4	$38.2K	Hold	1,098	–	–	0.02%	323
2015 Q3	$37.3K	Hold	1,098	–	–	0.02%	323
2015 Q2	$36.5K	Hold	1,098	–	–	0.02%	334
2015 Q1	$43.2K	Hold	1,098	–	–	0.02%	323
2014 Q4	$44K	Buy	+1,098	New	+$43.6K	0.03%	253
2014 Q1	$43.2K	Buy	+1,098	New	+$37.9K	0.02%	323

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIMLRA

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

CT Financial Advisors's DOC Position: Q1 2017 in Review

CT Financial Advisors held its Healthpeak Properties (DOC) position steady in Q1 2017 at 1,000 shares worth $31.3K. The position accounts for 0.02% of the portfolio, ranked #311.

CT Financial Advisors first reported a position in DOC in Q1 2014 and has held it in 11 quarters since. The position peaked at $44K in Q4 2014. 594 funds tracked by Wall St. Rank hold DOC as of Q1 2017.

CT Financial Advisors held 1,000 shares of Healthpeak Properties worth $31.3K as of Q1 2017.
CT Financial Advisors left its Healthpeak Properties share count unchanged in Q1 2017.
Healthpeak Properties made up 0.02% of CT Financial Advisors's portfolio in Q1 2017, its #311 holding.
CT Financial Advisors first reported a position in Healthpeak Properties in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's Healthpeak Properties position peaked at $44K in Q4 2014.
594 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.