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Naples Global Advisors’s Healthpeak Properties DOC Stock Holding History

Naples Global Advisors’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
-7,803
Closed -$270K – 255
2016
Q3 		$270K Hold
7,803
– – 0.11% 225
2016
Q2 		$251K Sell
7,803
-791
-9% -$24.6K 0.1% 227
2016
Q1 		$255K Sell
8,594
-659
-7% -$19.8K 0.11% 226
2015
Q4 		$322K Hold
9,253
– – 0.16% 186
2015
Q3 		$314K Sell
9,253
-329
-3% -$11.4K 0.16% 184
2015
Q2 		$318K Buy
9,582
+1,428
+18% +$52K 0.15% 188
2015
Q1 		$321K Buy
8,154
+1,153
+16% +$46.3K 0.15% 195
2014
Q4 		$281K Buy
7,001
+877
+14% +$34.8K 0.15% 192
2014
Q3 		$221K Hold
6,124
– – 0.13% 207
2014
Q2 		$231K Buy
+6,124
New +$231K 0.14% 213

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return