First Foundation Advisors’s Healthpeak Properties DOC Stock Holding History

First Foundation 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
2015 Q4	–	Sell	-10,236	Closed	-$347K	–	301
2015 Q3	$347K	Sell	10,236 -7,332	-42%	-$254K	0.03%	176
2015 Q2	$584K	Buy	17,568 +11,812	+205%	+$430K	0.05%	140
2015 Q1	$227K	Sell	5,756 -6,037	-51%	-$242K	0.02%	208
2014 Q4	$473K	Buy	11,793 +659	+6%	+$26.1K	0.04%	150
2014 Q3	$403K	Buy	+11,134	New	+$422K	0.04%	154

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Cohen & Steers New York $57.6B AUM 8.03% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

First Foundation Advisors's DOC Position: Q4 2015 in Review

First Foundation Advisors sold out of Healthpeak Properties (DOC) in Q4 2015, closing a stake of 10,236 shares — an estimated $347K sold.

First Foundation Advisors first reported a position in DOC in Q3 2014 and held it in 5 quarters. The position peaked at $584K in Q2 2015. 634 funds tracked by Wall St. Rank hold DOC as of Q4 2015.

First Foundation Advisors reported no remaining Healthpeak Properties position as of Q4 2015 after selling out during the quarter.
First Foundation Advisors sold 10,236 Healthpeak Properties shares in Q4 2015, an estimated $347K.
First Foundation Advisors first reported a position in Healthpeak Properties in Q3 2014 and held it in 5 quarters.
First Foundation Advisors's Healthpeak Properties position peaked at $584K in Q2 2015.
634 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2015.

Based on First Foundation Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.