First Foundation Advisors’s Healthpeak Properties DOC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q4
Sell
-10,236
Closed -$347K 301
2015
Q3
$347K Sell
10,236
-7,332
-42% -$249K 0.03% 176
2015
Q2
$584K Buy
17,568
+11,812
+205% +$393K 0.05% 140
2015
Q1
$227K Sell
5,756
-6,037
-51% -$238K 0.02% 208
2014
Q4
$473K Buy
11,793
+659
+6% +$26.4K 0.04% 150
2014
Q3
$403K Buy
+11,134
New +$403K 0.04% 154