Gupta Wealth Management’s Healthpeak Properties DOC Stock Holding History

Gupta Wealth Management’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 Q1	$2.49M	Buy	84,039 +10,841	+15%	+$325K	0.58%	37
2015 Q4	$2.55M	Sell	73,198 -4,690	-6%	-$157K	0.65%	34
2015 Q3	$2.64M	Buy	77,888 +2,348	+3%	+$81.2K	0.64%	38
2015 Q2	$2.51M	Buy	75,540 +22,061	+41%	+$803K	0.62%	47
2015 Q1	$2.1M	Buy	+53,479	New	+$2.15M	0.62%	46

Other funds holding DOC

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

SAMC

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

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

Gupta Wealth Management's DOC Position: Q1 2016 in Review

Gupta Wealth Management increased its Healthpeak Properties (DOC) stake by 15% in Q1 2016, buying an estimated $325K and bringing the position to 84,039 shares worth $2.49M. The position accounts for 0.58% of the portfolio, ranked #37.

Gupta Wealth Management first reported a position in DOC in Q1 2015 and has held it in 5 quarters since. The position peaked at $2.64M in Q3 2015. 603 funds tracked by Wall St. Rank hold DOC as of Q1 2016.

Gupta Wealth Management held 84,039 shares of Healthpeak Properties worth $2.49M as of Q1 2016.
Gupta Wealth Management bought 10,841 Healthpeak Properties shares in Q1 2016, an estimated $325K.
Healthpeak Properties made up 0.58% of Gupta Wealth Management's portfolio in Q1 2016, its #37 holding.
Gupta Wealth Management first reported a position in Healthpeak Properties in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Healthpeak Properties position peaked at $2.64M in Q3 2015.
603 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.