M Holdings Securities’s Healthpeak Properties DOC Stock Holding History

M Holdings 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
2017 Q2	–	Sell	-7,158	Closed	-$224K	–	298
2017 Q1	$224K	Buy	7,158 +3	+0%	+$92	0.09%	242
2016 Q4	$213K	Sell	7,155 -973	-12%	-$29.7K	0.07%	232
2016 Q3	$281K	Sell	8,128 -985	-11%	-$34.5K	0.13%	200
2016 Q2	$294K	Sell	9,113 -84	-0.9%	-$2.61K	0.15%	172
2016 Q1	$273K	Buy	9,197 +35	+0.4%	+$1.05K	0.17%	163
2015 Q4	$319K	Sell	9,162 -767	-8%	-$25.7K	0.21%	143
2015 Q3	$337K	Buy	9,929 +225	+2%	+$7.78K	0.24%	124
2015 Q2	$322K	Buy	9,704 +2,508	+35%	+$91.3K	0.22%	129
2015 Q1	$283K	Buy	+7,196	New	+$289K	0.18%	142
2014 Q4	–	Sell	-7,934	Closed	-$287K	–	235
2014 Q3	$287K	Buy	+7,934	New	+$301K	0.16%	143

Other funds holding DOC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

M Holdings Securities's DOC Position: Q2 2017 in Review

M Holdings Securities sold out of Healthpeak Properties (DOC) in Q2 2017, closing a stake of 7,158 shares — an estimated $224K sold.

M Holdings Securities first reported a position in DOC in Q3 2014 and held it in 10 quarters. The position peaked at $337K in Q3 2015. 606 funds tracked by Wall St. Rank hold DOC as of Q2 2017.

M Holdings Securities reported no remaining Healthpeak Properties position as of Q2 2017 after selling out during the quarter.
M Holdings Securities sold 7,158 Healthpeak Properties shares in Q2 2017, an estimated $224K.
M Holdings Securities first reported a position in Healthpeak Properties in Q3 2014 and held it in 10 quarters.
M Holdings Securities's Healthpeak Properties position peaked at $337K in Q3 2015.
606 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2017.

Based on M Holdings Securities's 13F filing for Q2 2017, filed 22 Aug 2017.