Girard Securities’s Healthpeak Properties DOC Stock Holding History

Girard Securities’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 Q4	–	Sell	-21,345	Closed	-$597K	–	19
2017 Q3	$597K	Sell	21,345 -13,146	-38%	-$395K	0.53%	45
2017 Q2	$1.1M	Sell	34,491 -464	-1%	-$14.7K	0.82%	30
2017 Q1	$1.09M	Sell	34,955 -117	-0.3%	-$3.59K	0.93%	28
2016 Q4	$1.04M	Buy	+35,072	New	+$1.07M	0.91%	27
2016 Q2	–	Sell	-7,466	Closed	-$224K	–	167
2016 Q1	$224K	Sell	7,466 -5,271	-41%	-$158K	0.22%	125
2015 Q4	$438K	Buy	+12,737	New	+$426K	0.44%	63

Other funds holding DOC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SCRM

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Girard Securities's DOC Position: Q4 2017 in Review

Girard Securities sold out of Healthpeak Properties (DOC) in Q4 2017, closing a stake of 21,345 shares — an estimated $597K sold.

Girard Securities first reported a position in DOC in Q4 2015 and held it in 6 quarters. The position peaked at $1.1M in Q2 2017. 581 funds tracked by Wall St. Rank hold DOC as of Q4 2017.

Girard Securities reported no remaining Healthpeak Properties position as of Q4 2017 after selling out during the quarter.
Girard Securities sold 21,345 Healthpeak Properties shares in Q4 2017, an estimated $597K.
Girard Securities first reported a position in Healthpeak Properties in Q4 2015 and held it in 6 quarters.
Girard Securities's Healthpeak Properties position peaked at $1.1M in Q2 2017.
581 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.