Parasol Investment Management’s Healthpeak Properties DOC Stock Holding History

Parasol Investment 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
2017 Q1	$136K	Sell	4,345 -2,097	-33%	-$64.4K	0.22%	35
2016 Q4	$191K	Sell	6,442 -531	-8%	-$16.2K	0.2%	64
2016 Q3	$241K	Sell	6,973 -1,237	-15%	-$43.3K	0.25%	53
2016 Q2	$265K	Sell	8,210 -267	-3%	-$8.29K	0.28%	52
2016 Q1	$252K	Sell	8,477 -236	-3%	-$7.08K	0.25%	47
2015 Q4	$303K	Sell	8,713 -873	-9%	-$29.2K	0.29%	41
2015 Q3	$325K	Sell	9,586 -8,745	-48%	-$302K	0.29%	41
2015 Q2	$609K	Hold	18,331	–	–	0.41%	40
2015 Q1	$721K	Buy	18,331 +867	+5%	+$34.8K	0.45%	38
2014 Q4	$700K	Buy	17,464 +725	+4%	+$28.8K	0.49%	34
2014 Q3	$605K	Buy	16,739 +2,147	+15%	+$81.4K	0.42%	35
2014 Q2	$550K	Buy	14,592 +8,882	+156%	+$334K	0.38%	36
2014 Q1	$202K	Buy	+5,710	New	+$197K	0.14%	43

Other funds holding DOC

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Parasol Investment Management's DOC Position: Q1 2017 in Review

Parasol Investment Management reduced its Healthpeak Properties (DOC) stake by 33% in Q1 2017, selling an estimated $64.4K and leaving 4,345 shares worth $136K. The position accounts for 0.22% of the portfolio, ranked #35.

Parasol Investment Management first reported a position in DOC in Q1 2014 and has held it in 13 quarters since. The position peaked at $721K in Q1 2015. 594 funds tracked by Wall St. Rank hold DOC as of Q1 2017.

Parasol Investment Management held 4,345 shares of Healthpeak Properties worth $136K as of Q1 2017.
Parasol Investment Management sold 2,097 Healthpeak Properties shares in Q1 2017, an estimated $64.4K.
Healthpeak Properties made up 0.22% of Parasol Investment Management's portfolio in Q1 2017, its #35 holding.
Parasol Investment Management first reported a position in Healthpeak Properties in Q1 2014 and has held it in 13 quarters since.
Parasol Investment Management's Healthpeak Properties position peaked at $721K in Q1 2015.
594 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.