Main Street Research’s Healthpeak Properties DOC Stock Holding History

Main Street Research’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 Q3	–	Sell	-72,285	Closed	-$2.4M	–	124
2015 Q2	$2.4M	Sell	72,285 -73,985	-51%	-$2.69M	0.49%	65
2015 Q1	$5.76M	Buy	146,270 +3,720	+3%	+$149K	1.24%	36
2014 Q4	$5.72M	Buy	+142,550	New	+$5.66M	1.22%	39
2013 Q3	–	Sell	-4,870	Closed	-$202K	–	140
2013 Q2	$202K	Buy	+4,870	New	+$222K	0.06%	137

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BFA

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Main Street Research's DOC Position: Q3 2015 in Review

Main Street Research sold out of Healthpeak Properties (DOC) in Q3 2015, closing a stake of 72,285 shares — an estimated $2.4M sold.

Main Street Research first reported a position in DOC in Q2 2013 and held it in 4 quarters. The position peaked at $5.76M in Q1 2015. 629 funds tracked by Wall St. Rank hold DOC as of Q3 2015.

Main Street Research reported no remaining Healthpeak Properties position as of Q3 2015 after selling out during the quarter.
Main Street Research sold 72,285 Healthpeak Properties shares in Q3 2015, an estimated $2.4M.
Main Street Research first reported a position in Healthpeak Properties in Q2 2013 and held it in 4 quarters.
Main Street Research's Healthpeak Properties position peaked at $5.76M in Q1 2015.
629 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2015.

Based on Main Street Research's 13F filing for Q3 2015, filed 12 Nov 2015.