Leavell Investment Management’s Healthpeak Properties DOC Stock Holding History

Leavell Investment Management’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
2015 Q4	–	Sell	-6,895	Closed	-$234K	–	371
2015 Q3	$234K	Sell	6,895 -4,502	-40%	-$156K	0.04%	344
2015 Q2	$379K	Sell	11,397 -40,407	-78%	-$1.47M	0.06%	285
2015 Q1	$2.04M	Sell	51,804 -878	-2%	-$35.2K	0.31%	102
2014 Q4	$2.11M	Buy	52,682 +3,019	+6%	+$120K	0.33%	98
2014 Q3	$1.8M	Buy	49,663 +11,090	+29%	+$421K	0.29%	110
2014 Q2	$1.45M	Buy	38,573 +15,537	+67%	+$585K	0.23%	134
2014 Q1	$814K	Buy	23,036 +3,294	+17%	+$114K	0.14%	178
2013 Q4	$653K	Sell	19,742 -12,188	-38%	-$435K	0.11%	190
2013 Q3	$1.19M	Sell	31,930 -5,215	-14%	-$203K	0.21%	128
2013 Q2	$1.54M	Buy	+37,145	New	+$1.69M	0.29%	95

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Cohen & Steers New York $57.6B AUM 8.03% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFA

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Leavell Investment Management's DOC Position: Q4 2015 in Review

Leavell Investment Management sold out of Healthpeak Properties (DOC) in Q4 2015, closing a stake of 6,895 shares — an estimated $234K sold.

Leavell Investment Management first reported a position in DOC in Q2 2013 and held it in 10 quarters. The position peaked at $2.11M in Q4 2014. 634 funds tracked by Wall St. Rank hold DOC as of Q4 2015.

Leavell Investment Management reported no remaining Healthpeak Properties position as of Q4 2015 after selling out during the quarter.
Leavell Investment Management sold 6,895 Healthpeak Properties shares in Q4 2015, an estimated $234K.
Leavell Investment Management first reported a position in Healthpeak Properties in Q2 2013 and held it in 10 quarters.
Leavell Investment Management's Healthpeak Properties position peaked at $2.11M in Q4 2014.
634 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2015.

Based on Leavell Investment Management's 13F filing for Q4 2015, filed 22 Jan 2016.