First Heartland Consultants’s Healthpeak Properties DOC Stock Holding History

First Heartland Consultants’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
2017 Q1	–	Sell	-7,024	Closed	-$209K	–	333
2016 Q4	$209K	Sell	7,024 -2,992	-30%	-$91.2K	0.06%	299
2016 Q3	$346K	Buy	10,016 +23	+0.2%	+$805	0.1%	213
2016 Q2	$322K	Buy	9,993 +357	+4%	+$11.1K	0.04%	218
2016 Q1	$286K	Sell	9,636 -80	-0.8%	-$2.4K	0.11%	198
2015 Q4	$338K	Buy	9,716 +3,050	+46%	+$102K	0.13%	180
2015 Q3	$226K	Buy	+6,666	New	+$230K	0.09%	218

Other funds holding DOC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

First Heartland Consultants's DOC Position: Q1 2017 in Review

First Heartland Consultants sold out of Healthpeak Properties (DOC) in Q1 2017, closing a stake of 7,024 shares — an estimated $209K sold.

First Heartland Consultants first reported a position in DOC in Q3 2015 and held it in 6 quarters. The position peaked at $346K in Q3 2016. 594 funds tracked by Wall St. Rank hold DOC as of Q1 2017.

First Heartland Consultants reported no remaining Healthpeak Properties position as of Q1 2017 after selling out during the quarter.
First Heartland Consultants sold 7,024 Healthpeak Properties shares in Q1 2017, an estimated $209K.
First Heartland Consultants first reported a position in Healthpeak Properties in Q3 2015 and held it in 6 quarters.
First Heartland Consultants's Healthpeak Properties position peaked at $346K in Q3 2016.
594 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2017.

Based on First Heartland Consultants's 13F filing for Q1 2017, filed 12 May 2017.