Pinnacle Summer Investments’s Healthpeak Properties DOC Stock Holding History

Pinnacle Summer Investments’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 Q4	$32K	Sell	896 -1,732	-66%	-$57.9K	﹤0.01%	398
2015 Q3	$90K	Buy	+2,628	New	+$90.9K	0.02%	409
2015 Q2	–	Sell	-69	Closed	-$3K	–	788
2015 Q1	$3K	Hold	69	–	–	﹤0.01%	908
2014 Q4	$3K	Hold	69	–	–	﹤0.01%	922
2014 Q3	$3K	Hold	69	–	–	﹤0.01%	946
2014 Q2	$3K	Hold	69	–	–	﹤0.01%	891
2014 Q1	$3K	Hold	69	–	–	﹤0.01%	849
2013 Q4	$2K	Hold	69	–	–	﹤0.01%	875
2013 Q3	$3K	Hold	69	–	–	﹤0.01%	817
2013 Q2	$3K	Buy	+69	New	+$3.15K	﹤0.01%	738

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SAMC

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

Pinnacle Summer Investments's DOC Position: Q4 2015 in Review

Pinnacle Summer Investments reduced its Healthpeak Properties (DOC) stake by 66% in Q4 2015, selling an estimated $57.9K and leaving 896 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Pinnacle Summer Investments first reported a position in DOC in Q2 2013 and has held it in 10 quarters since. The position peaked at $90K in Q3 2015. 635 funds tracked by Wall St. Rank hold DOC as of Q4 2015.

Pinnacle Summer Investments held 896 shares of Healthpeak Properties worth $32K as of Q4 2015.
Pinnacle Summer Investments sold 1,732 Healthpeak Properties shares in Q4 2015, an estimated $57.9K.
Healthpeak Properties made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #398 holding.
Pinnacle Summer Investments first reported a position in Healthpeak Properties in Q2 2013 and has held it in 10 quarters since.
Pinnacle Summer Investments's Healthpeak Properties position peaked at $90K in Q3 2015.
635 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.