Narwhal Capital Management’s Healthpeak Properties DOC Stock Holding History

Narwhal Capital 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 Q1	–	Sell	-19,874	Closed	-$692K	–	133
2015 Q4	$692K	Sell	19,874 -1,098	-5%	-$36.7K	0.24%	96
2015 Q3	$711K	Buy	20,972 +1,208	+6%	+$41.8K	0.27%	93
2015 Q2	$656K	Buy	19,764 +3,294	+20%	+$120K	0.24%	103
2015 Q1	$648K	Sell	16,470 -24,321	-60%	-$976K	0.24%	104
2014 Q4	$1.64M	Sell	40,791 -274	-0.7%	-$10.9K	0.63%	61
2014 Q3	$1.49M	Buy	41,065 +12,517	+44%	+$475K	0.6%	62
2014 Q2	$1.08M	Sell	28,548 -1,867	-6%	-$70.3K	0.41%	83
2014 Q1	$1.07M	Hold	30,415	–	–	0.45%	81
2013 Q4	$1.01M	Buy	30,415 +19,106	+169%	+$681K	0.41%	88
2013 Q3	$422K	Buy	11,309 +329	+3%	+$12.8K	0.2%	114
2013 Q2	$454K	Buy	+10,980	New	+$501K	0.22%	110

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BFA

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

SAMC

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

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

Narwhal Capital Management's DOC Position: Q1 2016 in Review

Narwhal Capital Management sold out of Healthpeak Properties (DOC) in Q1 2016, closing a stake of 19,874 shares — an estimated $692K sold.

Narwhal Capital Management first reported a position in DOC in Q2 2013 and held it in 11 quarters. The position peaked at $1.64M in Q4 2014. 603 funds tracked by Wall St. Rank hold DOC as of Q1 2016.

Narwhal Capital Management reported no remaining Healthpeak Properties position as of Q1 2016 after selling out during the quarter.
Narwhal Capital Management sold 19,874 Healthpeak Properties shares in Q1 2016, an estimated $692K.
Narwhal Capital Management first reported a position in Healthpeak Properties in Q2 2013 and held it in 11 quarters.
Narwhal Capital Management's Healthpeak Properties position peaked at $1.64M in Q4 2014.
603 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2016.

Based on Narwhal Capital Management's 13F filing for Q1 2016, filed 20 Apr 2016.