Kanaly Trust’s Healthpeak Properties DOC Stock Holding History

Kanaly Trust’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	–	Sell	-9	Closed	–	–	913
2016 Q1	$0	Sell	9 -28,506	-100%	-$855K	﹤0.01%	885
2015 Q4	$993K	Sell	28,515 -802	-3%	-$26.8K	0.2%	61
2015 Q3	$995K	Buy	29,317 +90	+0.3%	+$3.11K	0.22%	58
2015 Q2	$971K	Buy	29,227 +137	+0.5%	+$4.99K	0.19%	64
2015 Q1	$1.15M	Buy	29,090 +303	+1%	+$12.2K	0.22%	61
2014 Q4	$1.15M	Buy	28,787 +605	+2%	+$24K	0.23%	58
2014 Q3	$1.02M	Buy	28,182 +467	+2%	+$17.7K	0.2%	59
2014 Q2	$1.04M	Buy	27,715 +740	+3%	+$27.9K	0.19%	62
2014 Q1	$953K	Buy	26,975 +14,341	+114%	+$495K	0.19%	71
2013 Q4	$418K	Buy	+12,634	New	+$451K	0.08%	134

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 $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

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

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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