P.J. Schmidt Investment Management (PJS)’s Healthpeak Properties DOC Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	-10,815	Closed	-$359K	–	144
2015 Q2	$359K	Sell	10,815 -41,768	-79%	-$1.52M	0.14%	119
2015 Q1	$2.07M	Buy	52,583 +1,691	+3%	+$67.9K	0.81%	39
2014 Q4	$2.04M	Buy	50,892 +22,053	+76%	+$875K	0.81%	41
2014 Q3	$1.04M	Sell	28,839 -554	-2%	-$21K	0.43%	63
2014 Q2	$1.11M	Buy	29,393 +949	+3%	+$35.7K	0.43%	60
2014 Q1	$1M	Sell	28,444 -1,306	-4%	-$45.1K	0.4%	66
2013 Q4	$984K	Sell	29,750 -3,574	-11%	-$127K	0.42%	62
2013 Q3	$1.24M	Buy	33,324 +2,772	+9%	+$108K	0.57%	55
2013 Q2	$1.26M	Buy	+30,552	New	+$1.39M	0.61%	54

Other funds holding DOC

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 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 $344B AUM 42.99% 1-Year Est. Return

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

P.J. Schmidt Investment Management (PJS)'s DOC Position: Q3 2015 in Review

P.J. Schmidt Investment Management (PJS) sold out of Healthpeak Properties (DOC) in Q3 2015, closing a stake of 10,815 shares — an estimated $359K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in DOC in Q2 2013 and held it in 9 quarters. The position peaked at $2.07M in Q1 2015. 629 funds tracked by Wall St. Rank hold DOC as of Q3 2015.

P.J. Schmidt Investment Management (PJS) reported no remaining Healthpeak Properties position as of Q3 2015 after selling out during the quarter.
P.J. Schmidt Investment Management (PJS) sold 10,815 Healthpeak Properties shares in Q3 2015, an estimated $359K.
P.J. Schmidt Investment Management (PJS) first reported a position in Healthpeak Properties in Q2 2013 and held it in 9 quarters.
P.J. Schmidt Investment Management (PJS)'s Healthpeak Properties position peaked at $2.07M in Q1 2015.
629 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2015.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q3 2015, filed 20 Oct 2015.