Investors Capital Advisory Services’s Healthpeak Properties DOC Stock Holding History

Investors Capital Advisory Services’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 Q2	$2.07M	Sell	64,366 -526	-0.8%	-$16.3K	0.4%	57
2016 Q1	$1.93M	Sell	64,892 -1,884	-3%	-$56.5K	0.38%	60
2015 Q4	$2.33M	Buy	66,776 +7,325	+12%	+$245K	0.45%	42
2015 Q3	$2.02M	Buy	59,451 +19,235	+48%	+$665K	0.4%	46
2015 Q2	$1.33M	Buy	40,216 +4,455	+12%	+$162K	0.24%	107
2015 Q1	$1.41M	Buy	35,761 +3,226	+10%	+$130K	0.26%	98
2014 Q4	$1.3M	Buy	32,535 +1,883	+6%	+$74.7K	0.25%	109
2014 Q3	$1.11M	Sell	30,652 -739	-2%	-$28K	0.22%	125
2014 Q2	$1.18M	Buy	31,391 +3,720	+13%	+$140K	0.19%	158
2014 Q1	$977K	Buy	27,671 +20,466	+284%	+$707K	0.21%	141
2013 Q4	$238K	Buy	+7,205	New	+$257K	0.06%	439

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 $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T 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 Tokyo, Japan $34.8B 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 New York $544B AUM 28.31% 1-Year Est. Return

Investors Capital Advisory Services's DOC Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its Healthpeak Properties (DOC) stake by 0.81% in Q2 2016, selling an estimated $16.3K and leaving 64,366 shares worth $2.07M. The position accounts for 0.4% of the portfolio, ranked #57.

Investors Capital Advisory Services first reported a position in DOC in Q4 2013 and has held it in 11 quarters since. The position peaked at $2.33M in Q4 2015. 608 funds tracked by Wall St. Rank hold DOC as of Q2 2016.

Investors Capital Advisory Services held 64,366 shares of Healthpeak Properties worth $2.07M as of Q2 2016.
Investors Capital Advisory Services sold 526 Healthpeak Properties shares in Q2 2016, an estimated $16.3K.
Healthpeak Properties made up 0.4% of Investors Capital Advisory Services's portfolio in Q2 2016, its #57 holding.
Investors Capital Advisory Services first reported a position in Healthpeak Properties in Q4 2013 and has held it in 11 quarters since.
Investors Capital Advisory Services's Healthpeak Properties position peaked at $2.33M in Q4 2015.
608 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.