IB
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Intrust Bank’s Healthpeak Properties DOC Stock Holding History

Intrust Bank’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 		– Sell
-5,857
Closed -$204K – 268
2015
Q4 		$204K Sell
5,857
-1,225
-17% -$41K 0.08% 254
2015
Q3 		$241K Sell
7,082
-1,535
-18% -$53.1K 0.09% 228
2015
Q2 		$287K Sell
8,617
-669
-7% -$24.4K 0.1% 226
2015
Q1 		$365K Sell
9,286
-158
-2% -$6.34K 0.13% 193
2014
Q4 		$378K Buy
9,444
+32
+0.3% +$1.27K 0.14% 178
2014
Q3 		$340K Buy
9,412
+627
+7% +$23.8K 0.13% 182
2014
Q2 		$331K Buy
8,785
+2,051
+30% +$77.2K 0.12% 200
2014
Q1 		$237K Buy
+6,734
New +$233K 0.1% 243
2013
Q3 		– Sell
-6,925
Closed -$287K – 246
2013
Q2 		$287K Buy
+6,925
New +$316K 0.13% 221

Other funds holding DOC

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
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
BIT
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return