Emerson Investment Management’s Healthpeak Properties DOC Stock Holding History

Emerson Investment 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	-6,423	Closed	-$224K	–	136
2015 Q4	$224K	Sell	6,423 -1,098	-15%	-$36.7K	0.04%	123
2015 Q3	$255K	Buy	7,521 +1,098	+17%	+$38K	0.05%	121
2015 Q2	$213K	Hold	6,423	–	–	0.04%	137
2015 Q1	$253K	Hold	6,423	–	–	0.05%	132
2014 Q4	$258K	Hold	6,423	–	–	0.05%	135
2014 Q3	$232K	Hold	6,423	–	–	0.05%	143
2014 Q2	$242K	Hold	6,423	–	–	0.05%	141
2014 Q1	$227K	Hold	6,423	–	–	0.05%	136
2013 Q4	$212K	Hold	6,423	–	–	0.04%	134
2013 Q3	$240K	Sell	6,423 -83	-1%	-$3.24K	0.05%	131
2013 Q2	$269K	Buy	+6,506	New	+$297K	0.06%	122

Other funds holding DOC

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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 $544B AUM 28.31% 1-Year Est. Return

Emerson Investment Management's DOC Position: Q1 2016 in Review

Emerson Investment Management sold out of Healthpeak Properties (DOC) in Q1 2016, closing a stake of 6,423 shares — an estimated $224K sold.

Emerson Investment Management first reported a position in DOC in Q2 2013 and held it in 11 quarters. The position peaked at $269K in Q2 2013. 603 funds tracked by Wall St. Rank hold DOC as of Q1 2016.

Emerson Investment Management reported no remaining Healthpeak Properties position as of Q1 2016 after selling out during the quarter.
Emerson Investment Management sold 6,423 Healthpeak Properties shares in Q1 2016, an estimated $224K.
Emerson Investment Management first reported a position in Healthpeak Properties in Q2 2013 and held it in 11 quarters.
Emerson Investment Management's Healthpeak Properties position peaked at $269K in Q2 2013.
603 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2016.

Based on Emerson Investment Management's 13F filing for Q1 2016, filed 9 May 2016.