Placemark Investments’s Healthpeak Properties DOC Stock Holding History

Placemark 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
2014 Q4	$8.79M	Buy	219,242 +2,616	+1%	+$104K	0.16%	161
2014 Q3	$7.83M	Sell	216,626 -643	-0.3%	-$24.4K	0.14%	172
2014 Q2	$8.19M	Buy	217,269 +21,722	+11%	+$818K	0.15%	168
2014 Q1	$6.91M	Buy	195,547 +34,702	+22%	+$1.2M	0.13%	173
2013 Q4	$5.32M	Buy	160,845 +141	+0.1%	+$5.03K	0.09%	265
2013 Q3	$5.99M	Sell	160,704 -95,017	-37%	-$3.7M	0.11%	209
2013 Q2	$10.6M	Buy	+255,721	New	+$11.7M	0.23%	105

Other funds holding DOC

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 $303B AUM 30.15% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Placemark Investments's DOC Position: Q4 2014 in Review

Placemark Investments increased its Healthpeak Properties (DOC) stake by 1.2% in Q4 2014, buying an estimated $104K and bringing the position to 219,242 shares worth $8.79M. The position accounts for 0.16% of the portfolio, ranked #161.

Placemark Investments first reported a position in DOC in Q2 2013 and has held it in 7 quarters since. The position peaked at $10.6M in Q2 2013. 667 funds tracked by Wall St. Rank hold DOC as of Q4 2014.

Placemark Investments held 219,242 shares of Healthpeak Properties worth $8.79M as of Q4 2014.
Placemark Investments bought 2,616 Healthpeak Properties shares in Q4 2014, an estimated $104K.
Healthpeak Properties made up 0.16% of Placemark Investments's portfolio in Q4 2014, its #161 holding.
Placemark Investments first reported a position in Healthpeak Properties in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's Healthpeak Properties position peaked at $10.6M in Q2 2013.
667 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.