Gofen & Glossberg’s Healthpeak Properties DOC Stock Holding History

Gofen & Glossberg’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
2016 Q3	–	Sell	-6,423	Closed	-$207K	–	454
2016 Q2	$207K	Buy	+6,423	New	+$199K	0.01%	410
2016 Q1	–	Sell	-6,968	Closed	-$243K	–	465
2015 Q4	$243K	Hold	6,968	–	–	0.01%	383
2015 Q3	$236K	Sell	6,968 -439	-6%	-$15.2K	0.01%	388
2015 Q2	$246K	Hold	7,407	–	–	0.01%	391
2015 Q1	$291K	Hold	7,407	–	–	0.01%	368
2014 Q4	$297K	Buy	7,407 +83	+1%	+$3.29K	0.01%	355
2014 Q3	$265K	Sell	7,324 -629	-8%	-$23.9K	0.01%	368
2014 Q2	$300K	Hold	7,953	–	–	0.01%	346
2014 Q1	$281K	Sell	7,953 -505	-6%	-$17.4K	0.01%	347
2013 Q4	$280K	Sell	8,458 -441	-5%	-$15.7K	0.01%	346
2013 Q3	$332K	Sell	8,899 -269	-3%	-$10.5K	0.02%	306
2013 Q2	$379K	Buy	+9,168	New	+$418K	0.02%	271

Other funds holding DOC

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

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

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

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

JP Morgan Chase

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

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return

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

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

Bank of New York Mellon

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