Loudon Investment Management’s Healthpeak Properties DOC Stock Holding History

Loudon 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
2016 Q4	–	Sell	-7,889	Closed	-$273K	–	88
2016 Q3	$273K	Sell	7,889 -85,914	-92%	-$3.01M	0.21%	70
2016 Q2	$3.02M	Sell	93,803 -6,599	-7%	-$205K	2.41%	15
2016 Q1	$2.98M	Buy	100,402 +4,734	+5%	+$142K	2.4%	16
2015 Q4	$3.33M	Sell	95,668 -9,420	-9%	-$315K	2.68%	13
2015 Q3	$3.56M	Buy	105,088 +31,361	+43%	+$1.08M	3.06%	11
2015 Q2	$2.45M	Buy	73,727 +8,377	+13%	+$305K	1.86%	22
2015 Q1	$2.57M	Buy	65,350 +11,438	+21%	+$459K	1.95%	18
2014 Q4	$2.16M	Sell	53,912 -1,647	-3%	-$65.4K	1.62%	21
2014 Q3	$2.01M	Buy	55,559 +670	+1%	+$25.4K	1.43%	25
2014 Q2	$2.07M	Buy	54,889 +13,231	+32%	+$498K	1.42%	24
2014 Q1	$1.47M	Buy	41,658 +30,788	+283%	+$1.06M	1.06%	30
2013 Q4	$360K	Buy	+10,870	New	+$388K	0.26%	66

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

BFA

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loudon Investment Management's DOC Position: Q4 2016 in Review

Loudon Investment Management sold out of Healthpeak Properties (DOC) in Q4 2016, closing a stake of 7,889 shares — an estimated $273K sold.

Loudon Investment Management first reported a position in DOC in Q4 2013 and held it in 12 quarters. The position peaked at $3.56M in Q3 2015. 598 funds tracked by Wall St. Rank hold DOC as of Q4 2016.

Loudon Investment Management reported no remaining Healthpeak Properties position as of Q4 2016 after selling out during the quarter.
Loudon Investment Management sold 7,889 Healthpeak Properties shares in Q4 2016, an estimated $273K.
Loudon Investment Management first reported a position in Healthpeak Properties in Q4 2013 and held it in 12 quarters.
Loudon Investment Management's Healthpeak Properties position peaked at $3.56M in Q3 2015.
598 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2016.

Based on Loudon Investment Management's 13F filing for Q4 2016, filed 8 Feb 2017.