Parsec Financial Management’s Healthpeak Properties DOC Stock Holding History

Parsec Financial 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	–	Sell	-38,785	Closed	-$1.15M	–	199
2016 Q4	$1.15M	Sell	38,785 -10,202	-21%	-$311K	0.1%	125
2016 Q3	$1.69M	Sell	48,987 -10,662	-18%	-$373K	0.15%	113
2016 Q2	$1.92M	Sell	59,649 -4,304	-7%	-$134K	0.18%	107
2016 Q1	$1.9M	Sell	63,953 -3,278	-5%	-$98.3K	0.19%	104
2015 Q4	$2.34M	Sell	67,231 -4,525	-6%	-$151K	0.24%	99
2015 Q3	$2.43M	Sell	71,756 -2,646	-4%	-$91.5K	0.27%	89
2015 Q2	$2.47M	Buy	74,402 +9,881	+15%	+$360K	0.25%	87
2015 Q1	$2.54M	Buy	64,521 +33,802	+110%	+$1.36M	0.26%	88
2014 Q4	$1.23M	Buy	30,719 +24,556	+398%	+$974K	0.13%	101
2014 Q3	$223K	Buy	+6,163	New	+$234K	0.02%	152

Other funds holding DOC

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Parsec Financial Management's DOC Position: Q1 2017 in Review

Parsec Financial Management sold out of Healthpeak Properties (DOC) in Q1 2017, closing a stake of 38,785 shares — an estimated $1.15M sold.

Parsec Financial Management first reported a position in DOC in Q3 2014 and held it in 10 quarters. The position peaked at $2.54M in Q1 2015. 594 funds tracked by Wall St. Rank hold DOC as of Q1 2017.

Parsec Financial Management reported no remaining Healthpeak Properties position as of Q1 2017 after selling out during the quarter.
Parsec Financial Management sold 38,785 Healthpeak Properties shares in Q1 2017, an estimated $1.15M.
Parsec Financial Management first reported a position in Healthpeak Properties in Q3 2014 and held it in 10 quarters.
Parsec Financial Management's Healthpeak Properties position peaked at $2.54M in Q1 2015.
594 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2017.

Based on Parsec Financial Management's 13F filing for Q1 2017, filed 26 Apr 2017.