La Francaise Forum Securities’s Healthpeak Properties DOC Stock Holding History

La Francaise Forum Securities’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	-1,940	Closed	-$68K	–	36
2015 Q4	$68K	Sell	1,940 -330	-15%	-$11K	0.09%	44
2015 Q3	$77K	Sell	2,270 -329	-13%	-$11.4K	0.09%	44
2015 Q2	$86K	Sell	2,599 -57,587	-96%	-$2.1M	0.07%	41
2015 Q1	$2.37M	Buy	60,186 +5,999	+11%	+$241K	1.56%	28
2014 Q4	$2.17M	Sell	54,187 -1,702	-3%	-$67.5K	1.59%	30
2014 Q3	$2.02M	Sell	55,889 -135,058	-71%	-$5.12M	1.61%	23
2014 Q2	$7.2M	Sell	190,947 -8,015	-4%	-$302K	3.41%	8
2014 Q1	$7.03M	Buy	198,962 +134,618	+209%	+$4.65M	3.54%	5
2013 Q4	$2.13M	Sell	64,344 -97,770	-60%	-$3.49M	1.21%	31
2013 Q3	$6.05M	Buy	162,114 +5,530	+4%	+$216K	2.96%	7
2013 Q2	$6.48M	Buy	+156,584	New	+$7.14M	3.85%	8

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

La Francaise Forum Securities's DOC Position: Q1 2016 in Review

La Francaise Forum Securities sold out of Healthpeak Properties (DOC) in Q1 2016, closing a stake of 1,940 shares — an estimated $68K sold.

La Francaise Forum Securities first reported a position in DOC in Q2 2013 and held it in 11 quarters. The position peaked at $7.2M in Q2 2014. 602 funds tracked by Wall St. Rank hold DOC as of Q1 2016.

La Francaise Forum Securities reported no remaining Healthpeak Properties position as of Q1 2016 after selling out during the quarter.
La Francaise Forum Securities sold 1,940 Healthpeak Properties shares in Q1 2016, an estimated $68K.
La Francaise Forum Securities first reported a position in Healthpeak Properties in Q2 2013 and held it in 11 quarters.
La Francaise Forum Securities's Healthpeak Properties position peaked at $7.2M in Q2 2014.
602 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2016.

Based on La Francaise Forum Securities's 13F filing for Q1 2016, filed 10 May 2016.