Smith Hayes Advisers’s Healthpeak Properties DOC Stock Holding History

Smith Hayes Advisers’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
2016 Q1	$1.1M	Sell	37,221 -19,709	-35%	-$591K	0.22%	123
2015 Q4	$1.98M	Sell	56,930 -17,601	-24%	-$589K	0.42%	67
2015 Q3	$2.53M	Sell	74,531 -4,163	-5%	-$144K	0.55%	51
2015 Q2	$2.61M	Buy	78,694 +35,672	+83%	+$1.3M	0.52%	60
2015 Q1	$1.69M	Buy	43,022 +8,225	+24%	+$330K	0.34%	91
2014 Q4	$1.4M	Buy	34,797 +9	+0%	+$357	0.29%	104
2014 Q3	$1.26M	Buy	34,788 +5,798	+20%	+$220K	0.29%	104
2014 Q2	$1.09M	Buy	28,990 +1,395	+5%	+$52.5K	0.26%	121
2014 Q1	$975K	Buy	+27,595	New	+$953K	0.24%	124

Other funds holding DOC

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 16.07% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SAMC

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

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

Smith Hayes Advisers's DOC Position: Q1 2016 in Review

Smith Hayes Advisers reduced its Healthpeak Properties (DOC) stake by 35% in Q1 2016, selling an estimated $591K and leaving 37,221 shares worth $1.1M. The position accounts for 0.22% of the portfolio, ranked #123.

Smith Hayes Advisers first reported a position in DOC in Q1 2014 and has held it in 9 quarters since. The position peaked at $2.61M in Q2 2015. 602 funds tracked by Wall St. Rank hold DOC as of Q1 2016.

Smith Hayes Advisers held 37,221 shares of Healthpeak Properties worth $1.1M as of Q1 2016.
Smith Hayes Advisers sold 19,709 Healthpeak Properties shares in Q1 2016, an estimated $591K.
Healthpeak Properties made up 0.22% of Smith Hayes Advisers's portfolio in Q1 2016, its #123 holding.
Smith Hayes Advisers first reported a position in Healthpeak Properties in Q1 2014 and has held it in 9 quarters since.
Smith Hayes Advisers's Healthpeak Properties position peaked at $2.61M in Q2 2015.
602 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2016.

Based on Smith Hayes Advisers's 13F filing for Q1 2016, filed 16 May 2016.