Foster & Motley’s Healthpeak Properties DOC Stock Holding History

Foster & Motley’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
2018 Q1	–	Sell	-13,776	Closed	-$359K	–	221
2017 Q4	$359K	Sell	13,776 -50,094	-78%	-$1.33M	0.06%	176
2017 Q3	$1.78M	Buy	63,870 +788	+1%	+$23.7K	0.31%	89
2017 Q2	$2.02M	Buy	63,082 +6,731	+12%	+$213K	0.36%	87
2017 Q1	$1.76M	Buy	56,351 +11,088	+24%	+$340K	0.32%	86
2016 Q4	$1.34M	Sell	45,263 -6,300	-12%	-$192K	0.26%	95
2016 Q3	$1.78M	Buy	51,563 +6,791	+15%	+$238K	0.34%	86
2016 Q2	$1.44M	Buy	44,772 +3,362	+8%	+$104K	0.28%	92
2016 Q1	$1.23M	Sell	41,410 -12,757	-24%	-$383K	0.25%	95
2015 Q4	$1.89M	Sell	54,167 -16,431	-23%	-$550K	0.4%	83
2015 Q3	$2.39M	Sell	70,598 -4,290	-6%	-$148K	0.54%	66
2015 Q2	$2.49M	Buy	74,888 +5,369	+8%	+$195K	0.55%	64
2015 Q1	$2.74M	Buy	69,519 +6,389	+10%	+$256K	0.6%	58
2014 Q4	$2.53M	Buy	63,130 +4,472	+8%	+$177K	0.57%	59
2014 Q3	$2.12M	Buy	58,658 +5,237	+10%	+$199K	0.49%	65
2014 Q2	$2.01M	Buy	53,421 +12,728	+31%	+$479K	0.46%	65
2014 Q1	$1.44M	Buy	+40,693	New	+$1.41M	0.35%	77

Other funds holding DOC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return