Independent Portfolio Consultants’s Healthpeak Properties DOC Stock Holding History

Independent Portfolio 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 Q2	$30K	Sell	925 -470	-34%	-$14.9K	0.01%	577
2017 Q1	$44K	Buy	1,395 +10	+0.7%	+$307	0.02%	575
2016 Q4	$41K	Buy	1,385 +12	+0.9%	+$366	0.01%	571
2016 Q3	$47K	Buy	1,373 +335	+32%	+$11.7K	0.01%	551
2016 Q2	$33K	Sell	1,038 -384	-27%	-$11.9K	0.01%	593
2016 Q1	$42K	Buy	1,422 +807	+131%	+$24.2K	0.01%	597
2015 Q4	$21K	Sell	615 -373	-38%	-$12.5K	0.01%	672
2015 Q3	$34K	Buy	988 +384	+64%	+$13.3K	0.01%	633
2015 Q2	$20K	Buy	604 +548	+979%	+$19.9K	﹤0.01%	710
2015 Q1	$2K	Buy	+56	New	+$2.25K	﹤0.01%	851

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

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

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

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

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

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

CIMLRA

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

Independent Portfolio Consultants's DOC Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Healthpeak Properties (DOC) stake by 34% in Q2 2017, selling an estimated $14.9K and leaving 925 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #577.

Independent Portfolio Consultants first reported a position in DOC in Q1 2015 and has held it in 10 quarters since. The position peaked at $47K in Q3 2016. 606 funds tracked by Wall St. Rank hold DOC as of Q2 2017.

Independent Portfolio Consultants held 925 shares of Healthpeak Properties worth $30K as of Q2 2017.
Independent Portfolio Consultants sold 470 Healthpeak Properties shares in Q2 2017, an estimated $14.9K.
Healthpeak Properties made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #577 holding.
Independent Portfolio Consultants first reported a position in Healthpeak Properties in Q1 2015 and has held it in 10 quarters since.
Independent Portfolio Consultants's Healthpeak Properties position peaked at $47K in Q3 2016.
606 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.