Evercore Wealth Management’s Healthpeak Properties DOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-1	Closed	–	–	984
2017 Q1	$0	Sell	1 -42	-98%	-$1.29K	﹤0.01%	995
2016 Q4	$1K	Sell	43 -1,022	-96%	-$31.2K	﹤0.01%	971
2016 Q3	$36K	Hold	1,065	–	–	﹤0.01%	665
2016 Q2	$34K	Sell	1,065 -2,486	-70%	-$77.2K	﹤0.01%	658
2016 Q1	$105K	Buy	3,551 +2,673	+304%	+$80.2K	﹤0.01%	448
2015 Q4	$31K	Sell	878 -443	-34%	-$14.8K	﹤0.01%	680
2015 Q3	$45K	Sell	1,321 -473	-26%	-$16.4K	﹤0.01%	599
2015 Q2	$59K	Sell	1,794 -173	-9%	-$6.3K	﹤0.01%	606
2015 Q1	$77K	Buy	1,967 +1,499	+320%	+$60.2K	﹤0.01%	570
2014 Q4	$19K	Sell	468 -1,990	-81%	-$79K	﹤0.01%	673
2014 Q3	$89K	Hold	2,458	–	–	﹤0.01%	529
2014 Q2	$93K	Buy	2,458 +2,293	+1,390%	+$86.3K	﹤0.01%	521
2014 Q1	$6K	Buy	+165	New	+$5.7K	﹤0.01%	846
2013 Q4	–	Sell	-144	Closed	-$5K	–	875
2013 Q3	$5K	Buy	+144	New	+$5.61K	﹤0.01%	839