Security National Trust’s Healthpeak Properties DOC Stock Holding History

Security National Trust’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 Q3	–	Sell	-2,227	Closed	-$71K	–	400
2017 Q2	$71K	Hold	2,227	–	–	0.02%	252
2017 Q1	$70K	Buy	2,227 +127	+6%	+$3.9K	0.02%	249
2016 Q4	$63K	Sell	2,100 -425	-17%	-$13K	0.02%	250
2016 Q3	$87K	Sell	2,525 -47	-2%	-$1.64K	0.03%	232
2016 Q2	$83K	Hold	2,572	–	–	0.03%	235
2016 Q1	$76K	Sell	2,572 -109	-4%	-$3.27K	0.03%	239
2015 Q4	$93K	Buy	2,681 +46	+2%	+$1.54K	0.04%	218
2015 Q3	$90K	Hold	2,635	–	–	0.04%	223
2015 Q2	$88K	Hold	2,635	–	–	0.03%	240
2015 Q1	$104K	Sell	2,635 -110	-4%	-$4.42K	0.04%	225
2014 Q4	$110K	Hold	2,745	–	–	0.04%	212
2014 Q3	$100K	Hold	2,745	–	–	0.04%	216
2014 Q2	$103K	Hold	2,745	–	–	0.04%	216
2014 Q1	$97K	Hold	2,745	–	–	0.04%	222
2013 Q4	$90K	Hold	2,745	–	–	0.04%	221
2013 Q3	$102K	Hold	2,745	–	–	0.05%	206
2013 Q2	$113K	Buy	+2,745	New	+$125K	0.05%	194

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

Cohen & Steers New York $63.2B AUM 17.15% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Security National Trust's DOC Position: Q3 2017 in Review

Security National Trust sold out of Healthpeak Properties (DOC) in Q3 2017, closing a stake of 2,227 shares — an estimated $71K sold.

Security National Trust first reported a position in DOC in Q2 2013 and held it in 17 quarters. The position peaked at $113K in Q2 2013. 573 funds tracked by Wall St. Rank hold DOC as of Q3 2017.

Security National Trust reported no remaining Healthpeak Properties position as of Q3 2017 after selling out during the quarter.
Security National Trust sold 2,227 Healthpeak Properties shares in Q3 2017, an estimated $71K.
Security National Trust first reported a position in Healthpeak Properties in Q2 2013 and held it in 17 quarters.
Security National Trust's Healthpeak Properties position peaked at $113K in Q2 2013.
573 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2017.

Based on Security National Trust's 13F filing for Q3 2017, filed 8 Nov 2017.