Edge Asset Management’s Healthpeak Properties DOC Stock Holding History

Edge 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
2016 Q1	–	Sell	-294,973	Closed	-$10.3M	–	276
2015 Q4	$10.3M	Buy	294,973 +121,263	+70%	+$4.06M	0.1%	208
2015 Q3	$5.89M	Sell	173,710 -99,893	-37%	-$3.45M	0.06%	228
2015 Q2	$9.09M	Sell	273,603 -10,947	-4%	-$398K	0.08%	227
2015 Q1	$11.2M	Sell	284,550 -30,113	-10%	-$1.21M	0.1%	216
2014 Q4	$12.6M	Sell	314,663 -27,834	-8%	-$1.1M	0.12%	192
2014 Q3	$12.4M	Sell	342,497 -11,309	-3%	-$429K	0.12%	184
2014 Q2	$13.3M	Sell	353,806 -17,706	-5%	-$667K	0.13%	165
2014 Q1	$13.1M	Sell	371,512 -11,089	-3%	-$383K	0.14%	160
2013 Q4	$12.7M	Sell	382,601 -23,058	-6%	-$822K	0.14%	153
2013 Q3	$15.1M	Sell	405,659 -12,023	-3%	-$469K	0.18%	117
2013 Q2	$17.3M	Buy	+417,682	New	+$19M	0.22%	110

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

Edge Asset Management's DOC Position: Q1 2016 in Review

Edge Asset Management sold out of Healthpeak Properties (DOC) in Q1 2016, closing a stake of 294,973 shares — an estimated $10.3M sold.

Edge Asset Management first reported a position in DOC in Q2 2013 and held it in 11 quarters. The position peaked at $17.3M in Q2 2013. 603 funds tracked by Wall St. Rank hold DOC as of Q1 2016.

Edge Asset Management reported no remaining Healthpeak Properties position as of Q1 2016 after selling out during the quarter.
Edge Asset Management sold 294,973 Healthpeak Properties shares in Q1 2016, an estimated $10.3M.
Edge Asset Management first reported a position in Healthpeak Properties in Q2 2013 and held it in 11 quarters.
Edge Asset Management's Healthpeak Properties position peaked at $17.3M in Q2 2013.
603 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2016.

Based on Edge Asset Management's 13F filing for Q1 2016, filed 10 May 2016.