Kaizen Advisory’s Healthpeak Properties DOC Stock Holding History

Kaizen Advisory’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
2018 Q4	$37K	Buy	1,315 +206	+19%	+$5.7K	0.03%	379
2018 Q3	$29K	Hold	1,109	–	–	0.02%	453
2018 Q2	$29K	Buy	1,109 +633	+133%	+$14.9K	0.01%	449
2018 Q1	$11K	Hold	476	–	–	0.01%	458
2017 Q4	$12K	Buy	+476	New	+$12.6K	0.01%	439

Other funds holding DOC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Kaizen Advisory's DOC Position: Q4 2018 in Review

Kaizen Advisory increased its Healthpeak Properties (DOC) stake by 19% in Q4 2018, buying an estimated $5.7K and bringing the position to 1,315 shares worth $37K. The position accounts for 0.03% of the portfolio, ranked #379.

Kaizen Advisory first reported a position in DOC in Q4 2017 and has held it in 5 quarters since. 597 funds tracked by Wall St. Rank hold DOC as of Q4 2018.

Kaizen Advisory held 1,315 shares of Healthpeak Properties worth $37K as of Q4 2018.
Kaizen Advisory bought 206 Healthpeak Properties shares in Q4 2018, an estimated $5.7K.
Healthpeak Properties made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #379 holding.
Kaizen Advisory first reported a position in Healthpeak Properties in Q4 2017 and has held it in 5 quarters since.
597 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.